Calvert
Calvert Conservative Allocation Fund Class I
Ticker CFAIX · 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
21
1 with $250K or more
Dollars held
$2.1M
69,841 of 69,862 plans with fund lines hold none
Median per plan
$35K
Share of their fund dollars
0.4%
Same fund, other share classes
9 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
0 plans
$0 at year-end 2025
Dropped
1 plan
$411K 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 |
|---|---|
| Frontier Behavioral Health 403(b) Investment Plan$50M-$250M | $411K to $419K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Calvert Conservative Allocation Fund Class I
The largest 10 plans in each list.
| Inclusive Education and Community Partnership 401(k) Profit Sharing Plan & Trust$2.8M plan · Inclusive Education and Commun, CA · Paychex | $720K |
| Everence Services, LLC 401(k) Plan$68.6M plan · Everence Services, LLC, IN · Ascensus | $244K |
| Retirement Plan for Employees of Howardcenter$126M plan · Howard Center, VT · Fidelity (FMR) | $235K |
| Exxel Pacific, Inc. Benefit Plan$38.3M plan · Exxel Pacific, Inc., WA · Capital Group | $184K |
| HRM Enterprises, Inc. 401(k) Plan$26.0M plan · HRM Enterprises, Inc., OH · Ascensus | $162K |
| Oregon State Credit Union 401(k) Plan$54.9M plan · Oregon State Credit Union, OR · Principal | $151K |
| Ccof 401(k)$14.8M plan · Ccof, Inc., CA · Ascensus | $139K |
| Maple City Health Care Center, Inc. 401(k) Plan$10.0M plan · Maple City Health Care Center, Inc., IN · Ascensus | $95K |
| Salud Para LA Gente 401(k) Plan$27.6M plan · Salud Para LA Gente, CA · Newport Group | $67K |
| Menlo School Defined Contribution Retirement Plan$125M plan · Menlo School, CA · TIAA (Nuveen) | $43K |
Plans whose filed schedule lists Calvert Conservative Allocation Fund Class I.
See all 21 plans with Pro. Free for 7 days, then $49 a month.
Pro unlocks:
- Plan and sponsor names
- Recordkeeper
- Plan assets
- Dollars held and % of plan funds
How the filings spell it
Show 5 names seen in the filings
- Calvert Conservative Alloc I
- Calvert Conservative Allocation
- Calvert Conservative Allocation Fund (I)
- Calvert Conservative Allocation I
- Conservative Allocation I