U.S. retirement plans whose Form 5500 Schedule of Assets reports a Eaton Vance / Calvertfund, parsed from filing PDFs and ranked by position size. A prospecting list you won’t find under $200/mo anywhere else.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Eaton Vance / Calvert position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST | KANSAS CITY MO | 27,660 | $7.5B | $392.9M |
| 2 | LIBERTY MUTUAL GROUP INC. LIBERTY MUTUAL 401(K) PLAN | BOSTON MA | 31,562 | $11.4B | $339.1M |
| 3 | BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLAN LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN | ATLANTA GA | 5,733 | $2.4B |
| $317.0M |
| 4 | NAVY FEDERAL CREDIT UNION NAVY FEDERAL CREDIT UNION EMPLOYEES' RETIREMENT PLAN | MERRIFIELD VA | 20,269 | $2.1B | $277.7M |
| 5 | APPLE INC. APPLE 401(K) PLAN | CUPERTINO CA | 101,217 | $24.7B | $189.4M |
| 6 | BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUND CHICAGO & VICINITY LABORERS' DISTRICT COUNCIL PENSION PLAN | WESTCHESTER IL | 11,313 | $5.2B | $159.1M |
| 7 | HENKEL OF AMERICA, INC. HENKEL 401(K) AND DEFINED CONTRIBUTION PLAN | STAMFORD CT | 6,972 | $2.4B | $158.7M |
| 8 | THE CLOROX COMPANY THE CLOROX COMPANY 401(K) PLAN | OAKLAND CA | 5,521 | $2.3B | $144.5M |
| 9 | SENTARA HEALTH SENTARA 403(B) SAVINGS PLAN | VIRGINIA BEACH VA | 30,766 | $3.7B | $112.7M |
| 10 | RAYMOND JAMES FINANCIAL, INC. RAYMOND JAMES FINANCIAL, INC. 401(K) PLAN | ST PETERSBURG FL | 16,088 | $2.9B | $103.7M |
