Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Calvert Calvert Balanced R6 in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CRB GROUP, INC. CRB GROUP, INC 401(K) PLAN | KANSAS CITY MO | 1,016 | $216.2M | $815K |
| 2 | HUPP ELECTRIC MOTORS, INC. HUPP 401(K) PLAN | MARION IA | 257 | $25.0M | $523K |
| 3 | GREATER CHICAGO FOOD DEPOSITORY GREATER CHICAGO FOOD DEPOSITORY RETIREMENT SAVINGS PLAN |
CHICAGO IL |
| 251 |
| $11.5M |
| $73K |
| 4 | INNOVU, INC. INNOVU, INC. 401(K) & PROFIT SHARING PLAN | PITTSBURGH PA | 86 | $7.7M | $25K |
