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 R6 in their Schedule of Assets, totaling $9K 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 | CONRAD COMPANY HOLDINGS, LLC THE CONRAD COMPANY 401(K) PLAN | YORK PA | 158 | $10.6M | $9K |
