Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Mutual of America Calvert FP SRI Balanced Portfolio in their Schedule of Assets, totaling $1K 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 | COMPASS, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF COMPASS, INC. | BELTSVILLE MD | 576 | $8.5M | $1K |
