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 Portfolio Fund " in their Schedule of Assets, totaling $200K 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 | OXFAM AMERICA, INC. OXFAM AMERICA 403(B) PLAN | BOSTON MA | 227 | $22.8M | $107K |
| 2 | LA RABIDA CHILDREN'S HOSPITAL LA RABIDA CHILDREN'S HOSPITAL 403(B) RETIREMENT SAVINGS PLAN | CHICAGO IL | 508 | $26.0M | $40K |
| 3 | COMMUNITY SERVICES AGENCY CSA RETIREMENT PLAN |
RENO NV |
| 204 |
| $8.7M |
| $26K |
| 4 | WAYPOINT 403(B) THRIFT PLAN OF WAYPOINT | MANCHESTER NH | 398 | $9.8M | $20K |
| 5 | CAMBRIA COUNTY ASSOCIATION FOR 403(B) THRIFT PLAN FOR EMPLOYEES OF CAMBRIA COUNTY ASSOCIATION FOR THE BLIND & HANDICAPPED | JOHNSTOWN PA | 412 | $15.2M | $8K |
