Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4,273 U.S. retirement plans report holding a Eaton Vance / Calvert fund in their Schedule of Assets, totaling $8.4B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | 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 |
ATLANTA GA |
| 5,733 |
| $2.4B |
| $317.0M |
| 4 | PRICEWATERHOUSECOOPERS LLP PRICEWATERHOUSECOOPERS LLP RETIREMENT ACCUMULATION PLAN FOR PARTNERS | TAMPA FL | 3,715 | $1.8B | $298.0M |
| 5 | NAVY FEDERAL CREDIT UNION NAVY FEDERAL CREDIT UNION EMPLOYEES' RETIREMENT PLAN | MERRIFIELD VA | 20,269 | $2.1B | $277.7M |
| 6 | APPLE INC. APPLE 401(K) PLAN | CUPERTINO CA | 101,217 | $24.7B | $189.4M |
| 7 | OHIO OPERATING ENGINEERS PENSION PLAN OHIO OPERATING ENGINEERS PENSION PLAN | COLUMBUS OH | 10,387 | $3.6B | $166.4M |
| 8 | 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 |
| 9 | HENKEL OF AMERICA, INC. HENKEL 401(K) AND DEFINED CONTRIBUTION PLAN | STAMFORD CT | 6,972 | $2.4B | $158.7M |
| 10 | TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND MIDWEST OPERATING ENGINEERS PENSION TRUST FUND | COUNTRYSIDE IL | 13,117 | $6.0B | $147.7M |
