Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding CALAMOS GROWTH AND INCOME - A 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 | HCP FINANCIAL AND MANAGEMENT SER HCP FINANCIAL AND MANAGEMENT SERVICES 401(K) PLAN | ROLLING MEADOWS IL | 1,630 | $10.1M | $471K |
| 2 | THE PORK COMPANY THE PORK CO. RETIREMENT PLAN | WILMINGTON NC | 804 | $5.8M | $353K |
| 3 | RGBSI, INC. RAPID GLOBAL BUSINESS 401(K) PROFIT SHARING PLAN |
TROY MI |
| 378 |
| $11.3M |
| $325K |
| 4 | INTEGRA PARTNERS INTEGRA PARTNERS 401K PLAN | ROCHESTER MI | 281 | $7.8M | $99K |
| 5 | METRO FORD, INC. METRO FORD LINCOLN MERCURY 401(K) PLAN | MIAMI FL | 140 | $4.6M | $72K |
| 6 | EDUCATIONAL BUS TRANSPORTATION, EDUCATIONAL BUS TRANSPORTATION, INC. 401(K) PLAN | SPRING VALLEY NY | 1,502 | $13.9M | $62K |
| 7 | M & B PRODUCTS INC M & B PRODUCTS INC 401K PROFIT SHARING PLAN AND TRUST | TAMPA FL | 218 | $1.7M | $40K |
| 8 | WARABEYA U.S.A., INC., DBA TOKYO WARABEYA U.S.A., INC. 401(K) PLAN | WAIPAHU HI | 198 | $1.9M | $11K |
| 9 | PSYCHOTHERAPEUTIC SERVICES, INC. PSYCHOTHERAPEUTIC SERVICES, INC. 401(K) PLAN | CHESTERTOWN MD | 98 | $2.0M | $11K |
