Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Separate Account Mutual of America Calvert VP SRI Balanced in their Schedule of Assets, totaling $346K 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 | FRANZISKA RACKER CENTERS, INC. 403(B) THRIFT PLAN OF FRANZISKA RACKER CENTERS, INC. | ITHACA NY | 985 | $34.5M | $346K |
