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 VP SRI Balanced Port. (1) in their Schedule of Assets, totaling $9K 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 | CHANGE, INCORPORATED 403(B) THRIFT PLAN FOR EMPLOYEES OF CHANGE, INCORPORATED | WEIRTON WV | 218 | $7.4M | $9K |
