Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Calv US LG CP CRI R6 in their Schedule of Assets, totaling $2.3M 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 | PALLADIUM GROUP GLOBAL LLC PALLADIUM GROUP GLOBAL 401(K) PLAN | WASHINGTON DC | 364 | $61.2M | $1.5M |
| 2 | KEYNETICS, INC. KEYNETICS, INC. 401(K) PLAN | BOISE ID | 138 | $24.7M | $541K |
| 3 | SAFEGUARD US HOLDCO INC. SAFEGUARD US HOLDCO INC. RETIREMENT PLAN |
HUNTERSVILLE NC |
| 167 |
| $5.8M |
| $125K |
| 4 | PENNS WOODS BANCORP, INC. PENNS WOODS BANCORP, INC. 401(K) PLAN | WILLIAMSPORT PA | 314 | $22.2M | $121K |
| 5 | SUMMIT GROUP, LLC SUMMIT GROUP, LLC 401(K) PLAN | SILVER SPRING MD | 100 | $18.9M | $47K |
