Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Calvert Moderate Allocation Fund in their Schedule of Assets, totaling $112K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEIGHBORHOOD HOUSE ASSOCIATION NEIGHBORHOOD HOUSE ASSOCIATION 401(K) PLAN | SAN DIEGO CA | 834 | $66.4M | $75K |
| 2 | UNIVERSITIES SPACE RESEARCH ASSOCIATION UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN | WASHINGTON DC | 184 | $92.3M | $38K |
