Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Mutual of America Calvert VP SRI Balanced Portfolio in their Schedule of Assets, totaling $1.7M 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 | UNITED CEREBRAL PALSY OF NEW TAX DEFERRED ANNUITY PLAN OF ADAPT COMMUNITY NETWORK | NEW YORK NY | 2,471 | $60.2M | $380K |
| 2 | WESTERN UNIVERSITY OF HEALTH SCIENCES WESTERN UNIVERSITY OF HEALTH SCIENCES 403(B) PLAN | POMONA CA | 1,304 | $335.9M | $357K |
| 3 | WATER STREET MINISTRIES |
LANCASTER PA |
| 136 |
| $4.3M |
| $224K |
| 4 | WORKFORCE BUSINESS SERVICES, INC. 401(K) PROFIT-SHARING PLAN FOR WORKFORCE BUSINESS SERVICES, INC. | BRADENTON FL | 1,268 | $37.4M | $192K |
| 5 | WAVERLY SENIOR SERVICES EMPLOYEE BENEFIT PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 411 | $13.9M | $135K |
| 6 | CASA DE LAS CAMPANAS 403(B) THRIFT PLAN FOR EMPLOYEES OF CASA DE LAS CAMPANAS | SAN DIEGO CA | 154 | $12.7M | $92K |
| 7 | LEGAL AID CHICAGO LEGAL AID CHICAGO EMPLOYEE CONTRIBUTION PLAN | CHICAGO IL | 228 | $18.0M | $61K |
| 8 | SERVICES TO ENHANCE POTENTIAL 403(B) THRIFT PLAN OF SERVICES TO ENHANCE POTENTIAL | DEARBORN MI | 142 | $9.3M | $54K |
| 9 | OPEN HAND ATLANTA, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF OPEN HAND ATLANTA, INC. | ATLANTA GA | 107 | $4.3M | $30K |
| 10 | GIRL SCOUTS OF NORTHEAST TEXAS 403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTHEAST TEXAS | DALLAS TX | 139 | $9.1M | $24K |
