Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Investments Calvert Balanced Fund in their Schedule of Assets, totaling $972K 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 | PRESERVATION OF AFFORDABLE HOUSING, INC. POAH/POAHC 401(K) PLAN | BOSTON MA | 622 | $38.0M | $846K |
| 2 | THE MENNONITE HOME TANDEM LIVING SAVINGS AND RETIREMENT PLAN | LANCASTER PA | 564 | $24.5M | $126K |
