Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Mutual of America Life Insurance Company Calvert VP SRI Balanced Portfolio {+} in their Schedule of Assets, totaling $3.5M 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 | NEAR NORTH HEALTH SERVICE CORPORATION NEAR NORTH HEALTH SERVICE CORPORATION | CHICAGO IL | 226 | $8.3M | $554K |
| 2 | FAMILY RESOURCE & REFERRAL CENTER OF SAN JOAQUIN SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FAMILY RESOURCE & REFERRAL CENTER OF SAN JOAQUIN | STOCKTON CA | 198 | $13.0M | $434K |
| 3 |
DAVENPORT IA |
| 496 |
| $27.9M |
| $424K |
| 4 | SIOUXLAND COMMUNITY HEALTH CENTER SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SIOUXLAND COMMUNITY HEALTH CENTER | SIOUX CITY IA | 343 | $36.4M | $419K |
| 5 | A P R CONSULTING, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF A P R CONSULTING, INC. | DIAMOND BAR CA | 1,356 | $19.8M | $263K |
| 6 | VISITING NURSE SERVICE AND HOSPICE OF SUFFOLK, INC. AGGREGATED 403(B) THRIFT PLAN OF VISITING NURSE SE OF SUFFOLK, INC. | NORTHPORT NY | 228 | $31.3M | $262K |
| 7 | GUIDE DOG FOUNDATION FOR THE BLIND 403(B) THRIFT PLAN OF GUIDE DOG FOUNDATION FOR THE BLIND, INC. | SMITHTOWN NY | 162 | $20.5M | $218K |
| 8 | MEXICAN AMERICAN LEGAL DEFENSE AND EDUCATIONAL FUND 403(B) THRIFT PLAN FOR EMPLOYEES OF MEXICAN AMERICAN LEGAL DEFENSE AND EDUCATIONAL FUND | LOS ANGELES CA | 79 | $13.0M | $205K |
| 9 | LIGHTHOUSE FOR THE BLIND AND V SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED | SAN FRANCISCO CA | 203 | $13.1M | $163K |
| 10 | THE FAMILY CONSERVANCY, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE FAMILY CON | KANSAS CITY KS | 120 | $9.1M | $85K |
