Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Calvert VP SRI Balanced Portfolio Registered investment company in their Schedule of Assets, totaling $80K 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 | EAST BAY AGENCY FOR CHILDREN 403(B) THRIFT PLAN FOR EMPLOYEES OF EAST BAY AGENCY FOR CHILDREN | OAKLAND CA | 313 | $7.9M | $46K |
| 2 | EPIC 403(B) THRIFT PLAN OF EPIC | YAKIMA WA | 339 | $5.7M | $32K |
| 3 | FINGER LAKES UNITED CEREBRAL PALSY, INC. ABILITY PARTNERS RETIREMENT PLAN |
GENEVA NY |
| 795 |
| $23.3M |
| $1K |
