Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Calvert VP SRI Balanced Fund Separate Account Fund in their Schedule of Assets, totaling $107K 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 | FALL RIVER DEACONESS HOME 403(B) THRIFT PLAN OF FALL RIVER DEACONESS HOME | FALL RIVER MA | 116 | $7.6M | $107K |
