Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Calvert Bond Fund " in their Schedule of Assets, totaling $16.2M 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 | PRICEWATERHOUSECOOPERS LLP GROUP TRUST FOR WEALTH BUILDER PLANS OF PRICEWATERHOUSECOOPERS LLP | TAMPA FL | — | $4.2B | $12.9M |
| 2 | TWILIO INC. TWILIO 401(K) PLAN | SAN FRANCISCO CA | 3,107 | $628.5M | $1.1M |
| 3 | WEBCOR CONSTRUCTION LP DBA WEBCOR BUILDERS WEBCOR BUILDERS 401(K) PROFIT SHARING PLAN |
ALAMEDA CA |
| 442 |
| $133.6M |
| $784K |
| 4 | UNITED METRO ENERGY CORP. UNITED METRO ENERGY CORP. 401(K) PROFIT SHARING PLAN & TRUST | BROOKLYN NY | 78 | $14.0M | $507K |
| 5 | SIHO HOLDING, INC. SIHO 401(K) SAVINGS PLAN | COLUMBUS IN | 196 | $16.4M | $216K |
| 6 | BROCKTON NEIGHBORHOOD HEALTH CENTER BROCKTON NEIGHBORHOOD HEALTH CENTER 403(B) PLAN | BROCKTON MA | 755 | $29.3M | $180K |
| 7 | COUNSELING SERVICE OF ADDISON COUNTY, INC. CSAC 403(B) RETIREMENT PLAN | MIDDLEBURY VT | 279 | $17.9M | $177K |
| 8 | GRANITE GROUP WHOLESALERS, LLC GRANITE GROUP WHOLESALERS PROFIT SHARING PLAN & TRUST | CONCORD NH | 710 | $65.0M | $76K |
| 9 | JOHN'S DISPOSAL SERVICE, INC. JOHNS DISPOSAL SERVICE, INC. SAVINGS & RETIREMENT PLAN | FRANKSVILLE WI | 104 | $6.7M | $56K |
| 10 | NORTH COAST COOPERATIVE, INC. NORTH COAST COOPERATIVE, INC. 401(K) PLAN AND TRUST | ARCATA CA | 100 | $11.3M | $35K |
