Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Calvert Funds Calvert Balanced I Fund in their Schedule of Assets, totaling $1.2M 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 | INSTRUMENT DEVELOPMENT CO., LLC INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN | MUKWONAGO WI | 320 | $12.3M | $682K |
| 2 | RESOURCE PRO LLC RESOURCE PRO LLC 401(K) PROFIT SHARING PLAN AND TRUST | LINCOLN NE | 383 | $26.9M | $274K |
| 3 | NEWS-PRESS & GAZETTE COMPANY |
SAINT JOSEPH MO |
| 768 |
| $104.4M |
| $158K |
| 4 | INSTITUTE FOR COMMUNITY ALLIANCES EMPLOYEE BENEFIT PLAN OF INSTITUTE FOR COMMUNITY ALLIANCES | DES MOINES IA | 133 | $7.1M | $43K |
