Calvert
Calvert Growth Allocation Fund Class A
Ticker CAAAX · Mutual fund · Share class: Class ARetail / revenue sharing
Matched by tickerAll Morgan Stanley fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
14
1 with $250K or more
Dollars held
$2.0M
69,848 of 69,862 plans with fund lines hold none
Median per plan
$27K
Share of their fund dollars
0.2%
Other share classes of this fund
14 plans hold a costlier class of this fund than the cheapest class held in the data.
Plans that added or dropped it from 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
1 plan
$404K at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that dropped it after 2024 (1 plan)
| Plan | Year-end value |
|---|---|
| Consolidated Catholic Benefit Plan$5M-$50M | $404K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Calvert Growth Allocation Fund Class A
The largest 10 plans in each list.
| Orthopaedic Spclty Inst Medical Grp 401(k) PS$42.8M plan · Osi Medical Group, CA · Newport Group | $1.3M |
| Association of State and Territorial Health Officials 403(b) Plan$53.5M plan · Association of State and Territorial Health Officials, VA · Empower | $230K |
| Bellwether Education Partners 401(k) Plan$18.5M plan · Bellwether Education Partners, Inc., MA · Empower | $178K |
| National Association of County & City Health Officials Defined Contribution Retirement Plan$26.5M plan · National Association of County & City Health Officials Naccho, DC · Empower | $100K |
| Wellesley College 403(b) Retirement Plan$883M plan · Wellesley College, MA · Fidelity (FMR) | $93K |
| Kimberton Whole Foods 401(k) Plan$5.8M plan · Kimberton Whole Foods, PA · Capital Group | $29K |
| Salud Para LA Gente 401(k) Plan$27.6M plan · Salud Para LA Gente, CA · Newport Group | $27K |
| T & a Supply Company, Inc. 401(k) Profit Sharing Plan and Trust$38.8M plan · T & a Supply Company, Inc., WA · Fidelity (FMR) | $24K |
| Retirement Plan for Employees of Howardcenter$126M plan · Howard Center, VT · Fidelity (FMR) | $5K |
| Sourcewise Money Purchase Pension Plan$4.1M plan · Sourcewise, CA · Charles Schwab | $5K |
Plans whose filed schedule lists Calvert Growth Allocation Fund Class A.
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How the filings spell it
Show 8 names seen in the filings
- Calvert Calvert Growth Allocation
- Calvert Calvert Growth Allocation A
- Calvert Growth Allocation
- Calvert Growth Allocation A
- Calvert Growth Allocation Fund A
- Calvert Gwth Alloc Fd Cl A
- Calvert Gwth Allocation
- Growth Allocation Fund Class A