Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Calvert Calvert VP SRI Balanced Portfolio in their Schedule of Assets, totaling $967K 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 LEGAL SERVICES OF LOS ANGELES COUNTY 403(B) THRIFT PLAN OF NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY | GLENDALE CA | 217 | $25.7M | $295K |
| 2 | LUTHERAN SOCIAL MINISTRIES OF MARYLAND, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF LUTHERAN SOCIAL MINISTRIES OF MARYLAND, INC. | WESTMINSTER MD | 999 | $17.2M | $190K |
| 3 |
CENTRAL ISLIP NY |
| 201 |
| $57.7M |
| $84K |
| 4 | NEW HOPE HOUSING, INC. 403(B) THRIFT PLAN OF NEW HOPE HOUSING, INC. | ALEXANDRIA VA | 281 | $3.9M | $73K |
| 5 | THE SPRINGFIELD URBAN LEAGUE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE SPRINGFIELD URBAN LEAGUE, INC. | SPRINGFIELD IL | 106 | $5.8M | $55K |
| 6 | PARTNERS IN DEVELOPMENT FOUNDATION 403(B) THRIFT PLAN OF PARTNERS IN DEVELOPMENT FOUNDATION | HONOLULU HI | 232 | $13.5M | $38K |
| 7 | THE ALLIANCE HOME 403(B) THRIFT PLAN OF THE ALLIANCE HOME DBA CHAPEL POINTE AT CARLISLE | CARLISLE PA | 223 | $4.2M | $37K |
| 8 | ASSOCIATES FOR HUMAN SERVICES, INC. 403(B) THRIFT PLAN OF ASSOCIATES FOR HUMAN SERVICES, INC. | TAUNTON MA | 158 | $7.0M | $28K |
| 9 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION FOR RESIDENTIAL CARE (JARC) | BOCA RATON FL | 153 | $5.3M | $26K |
| 10 | OHEL CHILDREN'S HOME AND FAMILY 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. | FAR ROCKAWAY NY | 504 | $18.9M | $23K |
