Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Calamos Market Neutral Income I in their Schedule of Assets, totaling $36.7M 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 | M. ARTHUR GENSLER JR. & ASSOCIATES, INC. GENSLER PROFIT SHARING PLAN | SAN FRANCISCO CA | 4,091 | $354.4M | $36.3M |
| 2 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $243K |
| 3 | PMC SPECIALTIES GROUP, INC. |
SUN VALLEY CA |
| 1 |
| $16.1M |
| $157K |
| 4 | GENSLER GENSLER EMPLOYEE STOCK OWNERSHIP PLAN | SAN FRANCISCO CA | 4,096 | $453.8M | $3K |
