Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Calvert VP SRI Balanced Portfolio - in their Schedule of Assets, totaling $4.2M 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 | ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC 403(B) THRIFT PLAN OF ANCHORAGE NEIGHBORHOOD HEALTH CENTER | ANCHORAGE AK | 211 | $23.4M | $1.2M |
| 2 | GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN 403(B) THRIFT PLAN FOR GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN | BROOKLYN NY | 622 | $20.1M | $700K |
| 3 |
BROOKLYN NY |
| 312 |
| $16.9M |
| $594K |
| 4 | VISITING NURSE AND HOSPICE CAR SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE AND HOSPICE CARE OF SANTA BARBARA | SANTA BARBARA CA | 148 | $21.9M | $485K |
| 5 | UNION COMMUNITY CARE SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE | LANCASTER PA | 377 | $18.1M | $156K |
| 6 | THE COUNSELING CENTER OF WAYNE 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COUNSELING CENTER OF WAYNE AND HOLMES COUNTIES | WOOSTER OH | 142 | $6.7M | $138K |
| 7 | ALLEGIANT MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN FOR ALLEGIANT MANUFACTURING, LLC | GALLATIN TN | 169 | $8.3M | $136K |
| 8 | CARE PLUS NJ, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CARE PLUS NJ, INC. | PARAMUS NJ | 212 | $22.1M | $114K |
| 9 | CHRISTIAN SOCIAL SERVICES OF I 403(B) THRIFT PLAN FOR EMPLOYEES OF CHRISTIAN SOCIAL SERVICES OF ILLINOIS D/B/A CARITAS FAMILY SOLUTIONS | BELLEVILLE IL | 567 | $10.7M | $107K |
| 10 | CHUGACHMIUT 401(A) PROFIT-SHARING PLAN OF CHUGACHMIUT | ANCHORAGE AK | 113 | $7.1M | $78K |
