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 Separate Account in their Schedule of Assets, totaling $121K 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 | THUNDERMIST HEALTH CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF THUNDERMIST HEALTH CENTER | WARWICK RI | 801 | $52.9M | $121K |
