Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Calvert VP SRI Balanced Fund in their Schedule of Assets, totaling $77K 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 | EASTERN LOS ANGELES REGIONAL CENTER FOR THE DEVELOPMENTALLY DISABLED TAX DEFERRED ANNUITY PLAN OF EASTERN LOS ANGELES REGIONAL CENTER FOR THE DEVELOPMENTALLY DISABLED, INC. | ALHAMBRA CA | 460 | $10.7M | $28K |
| 2 | DUBOIS-PIKE-WARRICK ECONOMIC O 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF DUBOIS-PIKE-WARRICK ECONOMIC OPPORTUNITY COMMITTEE, INC. | JASPER IN | 71 | $1.8M | $26K |
| 3 |
DETROIT MI |
| 171 |
| $10.6M |
| $24K |
