Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Mutual of America Life Insurance Company Calvert VP SRI Balanced Portfolio n/a in their Schedule of Assets, totaling $297K 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 | SOUTHWESTERN COMMUNITY SERVICE 403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHWESTERN COMMUNITY SERVICES | KEENE NH | 162 | $11.3M | $195K |
| 2 | RCAP SOLUTIONS, INC. 403(B) THRIFT PLAN FOR RCAP SOLUTIONS, INC. | WORCESTER MA | 127 | $6.6M | $64K |
| 3 | COMMUNITY ACTION PROGRAM BELKNAP-MERRIMACK COUNTIES, INC. |
CONCORD NH |
| 341 |
| $9.2M |
| $37K |
