Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert VP SRI Balanced Portfolio Mutual fund in their Schedule of Assets, totaling $98K 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 | CHILD CARE ASSOCIATES 403(B) THRIFT PLAN FOR CHILD CARE ASSOCIATES | FORT WORTH TX | 419 | $17.0M | $95K |
| 2 | GOODWILL OF THE COASTAL EMPIRE SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL OF THE COASTAL EMPIRE, INC. | SAVANNAH GA | 932 | $4.7M | $3K |
