Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding CAL US MC CORE RESP IDX I in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BUSINESS FOR SOCIAL RESPONSIBILI BSR 401(K) PLAN | SAN FRANCISCO CA | 95 | $12.7M | $980K |
| 2 | CDP NORTH AMERICA, INC. CDP NA 401(K) PLAN | NEW YORK NY | 92 | $7.4M | $373K |
| 3 | REDFISH LABS, INC. REDFISH LABS 401(K) PLAN | SAN FRANCISCO CA |
| 61 |
| $6.4M |
| $32K |
| 4 | LIMINEX, INC. LIMINEX, INC.DBA GOGUARDIAN RETIREMENT TRUST | EL SEGUNDO CA | 390 | $28.4M | $16K |
| 5 | WORKATO INC. WORKATO, INC. 401(K) PLAN | PALO ALTO CA | 368 | $29.3M | $3K |
| 6 | TIPALTI, INC. TIPALTI 401(K) PLAN | FOSTER CITY CA | 267 | $20.5M | $3K |
| 7 | LYTEN, INC. LYTEN INC 401(K) PLAN | SAN JOSE CA | 319 | $16.2M | $1K |
