Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Social Balanced Portfolio in their Schedule of Assets, totaling $58K 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 | WISCONSIN COMMUNITY SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF WISCONSIN COMMUNITY SERVICES, INC. | MILWAUKEE WI | 654 | $15.8M | $46K |
| 2 | ATTIC CORRECTIONAL SERVICES, INC. DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF ATTIC CORRECTIONAL SERVICES, INC. | MADISON WI | 80 | $4.2M | $13K |
