Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding CALAMOS MARKET NEUTRAL INCM FD CL I Mutual Fund N/A in their Schedule of Assets, totaling $2.5M 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 | DOLESE BROS. CO. DOLESE BROS. CO. PROFIT SHARING PLAN | OKLAHOMA CITY OK | 909 | $144.6M | $2.5M |
