Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Calvert Social Balanced Fund in their Schedule of Assets, totaling $710K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GOODWILL INDUSTRIES OF THE HEA 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF THE HEARTLAND | CEDAR RAPIDS IA | 1,080 | $28.4M | $452K |
| 2 | GRODEN CENTER, INC. THE GRODEN CENTER, INC. 401(K) PROFIT SHARING PLAN | PROVIDENCE RI | 632 | $18.8M | $119K |
| 3 | THE CONNECTION, INC. |
MIDDLETOWN CT |
| 425 |
| $21.1M |
| $57K |
| 4 | COMUNIDADES LATINAS UNIDAS EN SERVICIO, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COMUNIDADES LATINAS UNIDAS EN SERVICIO, INC. | SAINT PAUL MN | 145 | $3.0M | $33K |
| 5 | THE LICKING COUNTY AGING PROGRAM, INC. 403(B) THRIFT PLAN OF THE LICKING COUNTY AGING PROGRAM, INC. | NEWARK OH | 105 | $1.6M | $23K |
| 6 | MICHIGAN HUMANE SOCIETY MICHIGAN HUMANE SOCIETY 403(B) PLAN | DETROIT MI | 203 | $8.8M | $18K |
| 7 | JEFFERSON HOSPITAL ASSOCIATION, INC TAX DEFERRED ANNUITY PLAN OF JEFFERSON REGIONAL MEDICAL CENTER | PINE BLUFF AR | 120 | $4.4M | $8K |
