Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Calvert Social Balanced Fund Pooled Separate Accounts N/A in their Schedule of Assets, totaling $38K 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 | MOUNTAIN WEST BRANDS, LLC 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MOUNTAIN WEST BRANDS, LLC | SALT LAKE CITY UT | 800 | $4.5M | $38K |
