Calvert
Calvert Moderate Allocation Fund Class I
Ticker CLAIX · 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
18
4 with $250K or more
Dollars held
$5.1M
69,844 of 69,862 plans with fund lines hold none
Median per plan
$78K
Share of their fund dollars
0.2%
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
1 plan
$3.0M 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 | $3.0M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Calvert Moderate Allocation Fund Class I
The largest 10 plans in each list.
| Stantec 401(k) Plan$2.67B plan · Stantec Consulting Services Inc., AZ · Bank of America (Merrill) | $2.4M |
| The Marquis 401(k) Savings Plan$83.5M plan · Marquis Companies I, Inc., OR · Empower | $847K |
| HRM Enterprises, Inc. 401(k) Plan$26.0M plan · HRM Enterprises, Inc., OH · Ascensus | $505K |
| Ccof 401(k)$14.8M plan · Ccof, Inc., CA · Ascensus | $396K |
| Searcy, Denney Et Al. 401(k) Profit Sharing Plan$83.6M plan · Searcy Denney Scarola Barnhart & Shipley, PA, FL · OneAmerica | $363K |
| Oregon Community Credit Union 401(k) Plan and Trust$81.8M plan · Oregon Community Credit Union, OR · Empower | $224K |
| Salud Para LA Gente 401(k) Plan$27.6M plan · Salud Para LA Gente, CA · Newport Group | $103K |
| Institute for Advanced Study Defined Contribution Retirement Plan$101M plan · Institute for Advanced Study, NJ · TIAA (Nuveen) | $85K |
| Institute for Advanced Study Tax Deferred Annuity Plan$68.8M plan · Institute for Advanced Study, NJ · Not identified | $78K |
| Gpcfb 403(b) Retirement Plan$10.8M plan · Greater Pittsburgh Community Food Bank, PA · Empower | $54K |
Plans whose filed schedule lists Calvert Moderate Allocation Fund Class I.
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How the filings spell it
Show 3 names seen in the filings
- Calvert Moderate Allocation
- Calvert Moderate Allocation I
- Moderate Allocation I