Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Mutual of America Life Insurance Company Calvert VP SRI Balanced Portfolio in their Schedule of Assets, totaling $121K 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 | EVIDENT CHANGE 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE | OAKLAND CA | 113 | $13.5M | $53K |
| 2 | WAVERLY SENIOR SERVICES TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 328 | $8.1M | $13K |
| 3 | TESSIE CLEVELAND COMMUNITY SERVICES CORPORATION |
LOS ANGELES CA |
| 301 |
| $12.1M |
| $12K |
| 4 | NEAR NORTH HEALTH SERVICE CORP 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF NEAR NORTH HEALTH SERVICE CORPORATION | CHICAGO IL | 237 | $6.1M | $10K |
| 5 | THE ARC EASTERN CONNECTICUT, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC EASTERN CONNECTICUT, INC. | NORWICH CT | 318 | $4.1M | $8K |
| 6 | THE EDINBURG CENTER, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. | BEDFORD MA | 439 | $7.7M | $7K |
| 7 | NORTH COUNTY LIFELINE 403(B) THRIFT PLAN FOR EMPLOYEES OF NORTH COUNTY LIFELINE | VISTA CA | 154 | $3.5M | $7K |
| 8 | HEART OF FLORIDA HEALTH CENTER, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN OF HEART OF FLORIDA HEALTH CENTER, INC. | OCALA FL | 261 | $4.4M | $5K |
| 9 | A VERY SPECIAL PLACE, INC. DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF A VERY SPECIAL PLACE, INC. | STATEN ISLAND NY | 153 | $5.8M | $5K |
| 10 | PALLADIA, INC. TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF PALLADIA, INC. | NEW YORK NY | 46 | $2.9M | $2K |
