Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Calvert VP SRI Balanced Port # in their Schedule of Assets, totaling $427K 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 | LEGAL ACTION OF WISCONSIN, INC. LEGAL ACTION OF WISCONSIN, INC. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 127 | $8.0M | $229K |
| 2 | NOVANT HEALTH, INC. TAX DEFERRED SAVINGS PLAN OF NOVANT HEALTH, INC. | WINSTON-SALEM NC | 41,005 | $2.5B | $161K |
| 3 | TWIN CEDARS YOUTH & FAMILY SERVICES, INC. |
LAGRANGE GA |
| 165 |
| $5.2M |
| $25K |
| 4 | OSWEGO INDUSTRIES, INC. OSWEGO INDUSTRIES, INC. RETIREMENT PLAN | FULTON NY | 99 | $4.6M | $7K |
| 5 | PRESBYTERIAN HOMES OF TENNESSEE INC PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN | KNOXVILLE TN | 301 | $5.6M | $5K |
