Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Mutual of America Group Annuity Contract Calvert VP SRI Social Balanced Fund Participant directed in their Schedule of Assets, totaling $404K 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 | CHAMPLAIN VALLEY OFFICE OF ECO 403(B) THRIFT PLAN FOR EMPLOYEES OF CHAMPLAIN VALLEY OFFICE OF ECONOMIC OPPORTUNITY, INC. | BURLINGTON VT | 200 | $10.6M | $404K |
