Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Calamos Market Neutral Income Fund - in their Schedule of Assets, totaling $6.8M 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 | BANKER LOPEZ GASSLER P.A. BANKER LOPEZ GASSLER P.A. 401(K) PLAN | TAMPA FL | 350 | $83.7M | $3.8M |
| 2 | MOTLEY RICE LLC MOTLEY RICE LLC EMPLOYEE RETIREMENT SAVINGS PLAN | MT. PLEASANT SC | 340 | $118.8M | $1.2M |
| 3 | SONOVA U.S. CORPORATE SERVICES, LLC SONOVA 401(K) RETIREMENT SAVINGS PLAN |
AURORA IL |
| 1,754 |
| $233.9M |
| $724K |
| 4 | BOYS & GIRLS CLUBS OF AMERICA BOYS & GIRLS CLUB WORKERS ASSOCIATION | LEXINGTON KY | 7,281 | $14.5M | $440K |
| 5 | LIFEPOINT HEALTH, INC. LIFEPOINT MARQUETTE PENSION PLAN | BRENTWOOD TN | 53 | $42.1M | $430K |
| 6 | DAVID VOLKERT & ASSOCIATES, INC. DAVID VOLKERT & ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN | MOBILE AL | 1,715 | $105.9M | $216K |
| 7 | SONOVA U.S. CORPORATE SERVICES, LLC SONOVA PREMIER 401(K) RETIREMENT SAVINGS PLAN | AURORA IL | 1,208 | $55.3M | $32K |
