Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding CALAMOS EVOLVING WORLD GR - I in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERIDIAN CAPITAL GROUP, LLC MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 263 | $19.9M | $574K |
| 2 | PACIFIC STATES PETROLEUM PACIFIC STATES PETROLEUM, INC 401(K) PROFIT SHARING PLAN & TRU | CONCORD CA | 196 | $12.3M | $431K |
