Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Calvert VP SRI Balanced Portfolio Separate account in their Schedule of Assets, totaling $660K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THUNDERMIST HEALTH CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF THUNDERMIST HEALTH CENTER | WARWICK RI | 801 | $52.9M | $264K |
| 2 | LEGAL ASSISTANCE OF WESTERN LEGAL ASSISTANCE OF WESTERN NEW YORK, INC. | ROCHESTER NY | 175 | $12.0M | $201K |
| 3 | THE COOPER HEALTH SYSTEM |
CAMDEN NJ |
| 10,323 |
| $944.0M |
| $58K |
| 4 | CHAUTAUQUA OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CHAUTAUQUA OPPORTUNITIES, INC. | DUNKIRK NY | 239 | $5.6M | $52K |
| 5 | MID-MINNESOTA LEGAL ASSISTANCE MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN | MINNEAPOLIS MN | 175 | $21.7M | $49K |
| 6 | NORWEGIAN CHRISTIAN HOME AND HEALTH CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF NORWEGIAN CHRISTIAN HOME AND HEALTH CENTER | BROOKLYN NY | 172 | $13.8M | $31K |
| 7 | COOPERATIVE FOR HUMAN SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF COOPERATIVE FOR HUMAN SERVICES, INC. | LEXINGTON MA | 506 | $5.5M | $3K |
| 8 | WORK, INC. WORK, INC. 403(B) PLAN | DORCHESTER MA | 445 | $7.7M | $2K |
