Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Calvert Bond Fund Class R6 Mutual Fund in their Schedule of Assets, totaling $602K 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 | SAILDRONE, INC. SAILDRONE, INC. 401(K) PLAN | ALAMEDA CA | 251 | $11.1M | $222K |
| 2 | OVATIVE GROUP LLC OVATIVE GROUP 401K PLAN | MINNEAPOLIS MN | 493 | $37.8M | $187K |
| 3 | URBAN RESOURCE INSTITUTE URI EMPLOYEE'S RETIREMENT PENSION PLAN |
| 596 |
| $15.9M |
| $138K |
| 4 | PORT RESOURCES PORT RESOURCES SAVINGS AND RETIREMENT PLAN | SOUTH PORTLAND ME | 207 | $3.4M | $30K |
| 5 | GETAROUND, INC. GETAROUND 401(K) PLAN | OAKLAND CA | 75 | $9.2M | $18K |
| 6 | PLAID INC. PLAID 401K PLAN | SAN FRANCISCO CA | 855 | $84.7M | $6K |
