Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Calvert Bond Fund Class I Mutual fund in their Schedule of Assets, totaling $2.5M 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 | CONESTOGA WOOD SPECIALTIES CORP. CONESTOGA WOOD EMPLOYEES' 401(K) PLAN | EAST EARL PA | 1,007 | $98.0M | $1.8M |
| 2 | ACCORDION PARTNERS, LLC ACCORDION PARTNERS 401(K) PLAN | NEW YORK NY | 509 | $48.5M | $524K |
| 3 | VELIR STUDIOS, LLC VELIR STUDIOS 401K PLAN |
SOMERVILLE MA |
| 209 |
| $20.8M |
| $59K |
| 4 | BITGO, INC. BITGO 401(K) PLAN | PALO ALTO CA | 215 | $21.5M | $58K |
| 5 | CONSERVATION LAW FOUNDATION, INC. CLF RETIREMENT PLAN | BOSTON MA | 144 | $18.1M | $50K |
| 6 | THE TRUSTEES OF RESERVATIONS THE TRUSTEES OF RESERVATIONS 401(K) RETIREMENT PLAN | BOSTON MA | 318 | $26.5M | $28K |
| 7 | ROTHY'S, INC. ROTHY'S, INC. 401(K) PLAN | SAN FRANCISCO CA | 371 | $17.1M | $1K |
