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 VP SRI Balanced Portfolio Fund in their Schedule of Assets, totaling $182K 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 | GOODWILL INDUSTRIES INTERNATIONAL, INC. 403B THRIFT PLAN OF GOODWILL INDUSTRIES INTERNATIONAL | ROCKVILLE MD | 168 | $31.6M | $167K |
| 2 | FEARLESS, INC. EMPLOYEE BENEFIT PLAN OF FEARLESS, INC. | PAIA HI | 314 | $7.5M | $9K |
| 3 | BENHAVEN, INC. 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF BENHAVEN, INC. |
NORTH HAVEN CT |
| 267 |
| $8.3M |
| $6K |
