Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Calvert Research and Management Calvert Balanced Fund in their Schedule of Assets, totaling $95K 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 | INSPEREX HOLDINGS LLC INSPEREX HOLDINGS LLC 401K PLAN | CHICAGO IL | 176 | $50.0M | $95K |
