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 Port + Registered Investment Companies in their Schedule of Assets, totaling $71K 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 | PARATRANSIT SERVICES PARATRANSIT SERVICES 403(B) PLAN | BREMERTON WA | 248 | $4.2M | $71K |
