Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Calvert Calvert Social Balanced Fund in their Schedule of Assets, totaling $181K 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 | SPECIAL SERVICE FOR GROUPS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF SPECIAL SERVICE FOR GROUPS, INC. | LOS ANGELES CA | 2,487 | $62.8M | $181K |
