Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Mutual of America - Pooled Separate Account Calvert VP SRI Balanced Portfolio in their Schedule of Assets, totaling $9K 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 | KICKAPOO TRIBE OF OKLAHOMA 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF KICKAPOO TRIBE OF OKLAHOMA | MCLOUD OK | 322 | $16.0M | $5K |
| 2 | IOWA TRIBE OF OKLAHOMA 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF IOWA TRIBE OF OKLAHOMA | PERKINS OK | 276 | $10.1M | $4K |
