Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Calvert VP SRI Balanced Portfolio . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $8.3M 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 | INTERNATIONAL COMMUNITY HEALTH SERVICES 403(B) THRIFT PLAN OF INTERNATIONAL COMMUNITY HEALTH SERVICES | SEATTLE WA | 728 | $58.9M | $2.3M |
| 2 | UNITED CEREBRAL PALSY OF QUEENS DBA QUEENS CENTERS FOR PROGRESS TAX DEFERRED ANNUITY PLAN OF UNITED CEREBRAL PALSY OF QUEENS DBA QUEENS CENTERS FOR PROGRESS | JAMAICA NY | 165 | $22.0M | $1.4M |
| 3 |
BRONX NY |
| 3,399 |
| $67.6M |
| $1.3M |
| 4 | FAMILY HEALTH CENTERS OF SOUTH FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. | FORT MYERS FL | 671 | $23.1M | $601K |
| 5 | COMMUNITY HEALTH RESOURCES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY HEALTH RESOURCES, INC. | WINDSOR CT | 941 | $45.2M | $485K |
| 6 | PANCARE OF FLORIDA, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF PANCARE OF FLORIDA, INC. | PANAMA CITY FL | 501 | $14.2M | $434K |
| 7 | CURATIVE CARE NETWORK, INC. SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF CURATIVE CARE NETWORK, INC. | MILWAUKEE WI | 365 | $12.2M | $405K |
| 8 | CHAUTAUQUA OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CHAUTAUQUA OPPORTUNITIES, INC. | DUNKIRK NY | 239 | $5.6M | $348K |
| 9 | HOSPICE OF SANTA CRUZ COUNTY 403(B) THRIFT PLAN FOR EMPLOYEES OF HOSPICE OF SANTA CRUZ COUNTY | SCOTTS VALLEY CA | 163 | $14.1M | $347K |
| 10 | HEART OF FLORIDA HEALTH CENTER, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN OF HEART OF FLORIDA HEALTH CENTER, INC. | OCALA FL | 261 | $4.4M | $132K |
