Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 65 U.S. retirement plans report holding Calvert Vp Sri Balanced Portfolio " in their Schedule of Assets, totaling $5.8M 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 | 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 |
| 3 |
WORCESTER MA |
| 178 |
| $40.5M |
| $352K |
| 4 | VNA CARE NETWORK, INC. 401(K) PROFIT SHARING PLAN OF VNA CARE NETWORK, INC. | WORCESTER MA | 726 | $59.0M | $346K |
| 5 | FAMILY SERVICE ROCHESTER, INC. FAMILY SERVICE ROCHESTER INC. SAFE HARBOR 403(B) PLAN | ROCHESTER MN | 171 | $8.8M | $277K |
| 6 | SECOND HARVEST HEARTLAND 403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HARVEST HEARTLAND | BROOKLYN PARK MN | 292 | $17.9M | $267K |
| 7 | EASTER SEALS CENTRAL ILLINOIS 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EASTER SEALS CENTRAL ILLINOIS | PEORIA IL | 169 | $7.6M | $245K |
| 8 | NEW YORK ROAD RUNNERS, INC. 403(B) THRIFT PLAN OF NEW YORK ROAD RUNNERS CLUB, INC. | NEW YORK NY | 989 | $27.6M | $221K |
| 9 | HOSPICE OF WICHITA FALLS, INC. 403(B) THRIFT PLAN OF HOSPICE OF WICHITA FALLS, INC. | WICHITA FALLS TX | 225 | $12.8M | $162K |
| 10 | UNION COMMUNITY CARE SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE | LANCASTER PA | 377 | $18.1M | $156K |
