Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Mutual of America Funds Calvert Funds VP SRI Balanced Portfolio Fund - Pooled Separate Account in their Schedule of Assets, totaling $77K 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 | METHODIST HOME FOR CHILDREN 403B THRIFT PLAN FOR EMPLOYEES OF METHODIST HOME FOR CHILDREN | RALEIGH NC | 365 | $12.4M | $77K |
