Calvert
Calvert Balanced Fund Class I
Ticker CBAIX · Mutual fund · Share class: Class ILow 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
59
21 with $250K or more
Dollars held
$28.7M
69,803 of 69,862 plans with fund lines hold none
Median per plan
$125K
Share of their fund dollars
0.5%
Same fund, other share classes
13 plans hold a costlier class of this fund than the cheapest class held in the data.
Plans adding and dropping it, 2024 to 2025
Added
4 plans
$3.9M at year-end 2025
Dropped
2 plans
$1.9M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that added it in 2025 (4 plans)
| Plan | Year-end value |
|---|---|
| May Institute, Inc. Defined Contribution Retirement Plan$50M-$250M | $2.3M |
| Everence Services, LLC 401(k) Plan$50M-$250M | $714K |
| National Co+op Grocers 401(k) Retirement Plan$5M-$50M | $550K |
| 403(b) Thrift Plan of Guide Dog Foundation for the Blind, Inc.$5M-$50M | $267K |
Plans that dropped it after 2024 (2 plans)
| Plan | Year-end value |
|---|---|
| Doctors Without Borders 401(k) Plan$50M-$250M | $1.6M |
| Evening Post Publishing, Inc. Employee Retirement Plan$50M-$250M | $253K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Calvert Balanced Fund Class I
The largest 10 plans in each list.
| The Metropolitan Opera Retirement Savings Plan$249M plan · Metropolitan Opera Association, Inc., NY · Transamerica (Aegon) | $4.8M |
| Academic Medicine Services Inc 401(k) Profit Sharing Plan & Trust$46.9M plan · Academic Medicine Services Inc, NY · Paychex | $2.9M |
| Greenstar Cooperative Market 401(k) Plan & Trust$2.8M plan · Greenstar Cooperative Market, NY · Vanguard | $2.4M |
| May Institute, Inc. Defined Contribution Retirement Plan$97.0M plan · The May Institute, Inc., MA · Lincoln Financial | $2.3M |
| Lush 401(k) Savings Plan$9.5M plan · Lush Handmade Cosmetics LLC., AZ · Empower | $2.1M |
| Irc 403(b) Retirement Savings Plan$287M plan · International Rescue Committee, NY · Empower | $1.9M |
| Sargent & Lundy Savings Investment Plan$1.43B plan · Sargent & Lundy, IL · Fidelity (FMR) | $1.5M |
| Onto Innovation, Inc. 401(k) Savings Plan$299M plan · Onto Innovation, Inc., NJ · Fidelity (FMR) | $1.3M |
| World Resources Institute Pension Plan$127M plan · World Resources Institute, DC · CPI Qualified Plan Consultants | $1.1M |
| The Solomon R. Guggenheim Foundation 403(b) Retirement Plan$61.7M plan · The Solomon R. Guggenheim Foundation, NY · Transamerica (Aegon) | $1.0M |
Plans whose filed schedule lists Calvert Balanced Fund Class I.
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How the filings spell it
Show 8 names seen in the filings
- Balanced Fund I
- Balanced I
- CALVERT BALANCED I Mutual fund
- Calvert Balanced
- Calvert Balanced Fund I
- Calvert Balanced I
- Calvert Balanced Port CL I
- Calvert Calvert Balanced I