Calvert
Calvert Moderate Allocation Fund Class R6
Ticker CAMRX · Mutual fund · Share class: Class R6Low cost
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
3
1 with $250K or more
Dollars held
$1.3M
69,859 of 69,862 plans with fund lines hold none
Median per plan
$7K
Share of their fund dollars
0.1%
Other share classes of this fund
3 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
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
No plan added or dropped this fund between 2024 and 2025.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Calvert Moderate Allocation Fund Class R6
The largest 10 plans in each list.
| Advocare, LLC 401(k) Profit Sharing Plan$495M plan · Advocare, LLC, NJ · The Mandmarblestone Group | $1.3M |
| J.crew Group, LLC. 401(k) Savings Plan$404M plan · J.crew Group, LLC, NY · Fidelity (FMR) | $7K |
| Civicactions, Inc. 401(k) Plan$14.7M plan · Civicactions, Inc., CA · July Business Services | $1K |
Plans whose filed schedule lists Calvert Moderate Allocation Fund Class R6.
How the filings spell it
Show 1 name seen in the filings
- Calvert Moderate Allocation