Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Calvert VP SRI Balance Portfolio Mutual Fund - in their Schedule of Assets, totaling $7K 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 | MEALS ON WHEELS AND MORE, INC. EMPLOYEE BENEFIT PLAN OF MEALS ON WHEELS AND MORE, INC. | AUSTIN TX | 253 | $5.9M | $7K |
