Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Mutual of America Life Insurance Co. Calvert VP SRI Balanced Portfolio in their Schedule of Assets, totaling $622K 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 | GIRL SCOUTS OF NORTHEAST OHIO SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO | MACEDONIA OH | 97 | $5.7M | $402K |
| 2 | COMMUNITY HEALTH RESOURCES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY HEALTH RESOURCES, INC. | WINDSOR CT | 941 | $45.2M | $181K |
| 3 |
CANTON OH |
| 621 |
| $6.5M |
| $20K |
| 4 | UNITED SERVICES, INC. 403(B) THRIFT PLAN OF UNITED SERVICES, INC. | DAYVILLE CT | 170 | $6.4M | $19K |
