Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Calv US Lg Cp Cr Rsp In F R6 Registered Investment Company in their Schedule of Assets, totaling $2.0M 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 | CLAYTON FOUNDATION FOR RESEARCH CLAYTON FOUNDATION FOR RESEARCH EMPLOYEES' 401K | HOUSTON TX | 40 | $19.5M | $814K |
| 2 | PRX, INC. PRX, INC. 403B PLAN | CAMBRIDGE MA | 58 | $12.0M | $437K |
| 3 | CORNELIA NIXON DAVIS, INC. CORNELIA NIXON DAVIS, INC. RETIREMENT PLAN |
WILMINGTON NC |
| 186 |
| $3.2M |
| $216K |
| 4 | NIKA TECHNOLOGIES, INC. DBA NIKA ARCHITECTS AND ENGINEERS NIKA TECHNOLOGIES, INC. DBA NIKA ARCHITECTS AND ENGINEERS 401(K) PROFIT SHARING PLAN | ROCKVILLE MD | 273 | $12.2M | $178K |
| 5 | ERA LIVING, LLC ERA LIVING, LLC 401(K) PLAN | SEATTLE WA | 648 | $33.3M | $167K |
| 6 | HAWK CONSULTANTS, LLC HAWK CONSULTANTS, LLC 401(K) SAVINGS PLAN | TOMBALL TX | 143 | $8.6M | $59K |
| 7 | BYNDER, LLC BYNDER 401(K) PLAN | BOSTON MA | 192 | $18.0M | $38K |
| 8 | INTERDESIGN, INC. INTERDESIGN, INC. PROFIT SHARING PLAN | SOLON OH | 190 | $24.0M | $27K |
| 9 | STRATEGIC ALLIANCE BUSINESS GROUP STRATEGIC ALLIANCE BUSINESS GROUP 401(K) PLAN | FAIRFAX VA | 313 | $26.6M | $13K |
| 10 | ASICS DIGITAL, INC. ASICS DIGITAL INC. 401(K) PLAN | BOSTON MA | 133 | $16.3M | $2K |
