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 Registered investment companies in their Schedule of Assets, totaling $1.0M 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 | TECHSOUP GLOBAL 403(B) THRIFT PLAN FOR EMPLOYEES OF TECHSOUP GLOBAL | SAN FRANCISCO CA | 191 | $24.4M | $1.0M |
| 2 | ST. JOHN'S UNIVERSITY ST. JOHN'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | JAMAICA NY | 3,106 | $1.4B | $25K |
