Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Mutual of America Calvert Social Balanced Fund in their Schedule of Assets, totaling $2.1M 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 | INTERNATIONAL COMMUNITY HEALTH SERVICES 403(B) THRIFT PLAN OF INTERNATIONAL COMMUNITY HEALTH SERVICES | SEATTLE WA | 728 | $58.9M | $1.4M |
| 2 | KODIAK AREA NATIVE ASSOCIATION KODIAK AREA NATIVE ASSOCIATION 401(K) PROFIT SHARING PLAN | KODIAK AK | 251 | $25.2M | $645K |
| 3 | ORGAN PROCUREMENT AGENCY OF MICHIGAN, DBA GIFT OF LIFE MICHIGAN |
ANN ARBOR MI |
| 389 |
| $53.9M |
| $16K |
