Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Mutual of America Life Pooled Separate Account Insurance Company Calvert Social Balanced Fund in their Schedule of Assets, totaling $36K 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 | LIFEQUEST 403(B) THRIFT PLAN OF LIFEQUEST | MITCHELL SD | 196 | $8.0M | $36K |
