Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Calvert Investments Calvert Balanced Portfolio Class A in their Schedule of Assets, totaling $722K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OLIVET NAZARENE UNIVERSITY OLIVET NAZARENE UNIVERSITY DC RETIREMENT PLAN | BOURBONNAIS IL | 573 | $102.2M | $722K |
