Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Calvert Bond Fund Class R6 - in their Schedule of Assets, totaling $3.9M 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 | TRUSTEES OF HAMPSHIRE COLLEGE HAMPSHIRE COLLEGE 403(B) RETIREMENT PLAN | AMHERST MA | 258 | $160.5M | $2.0M |
| 2 | AMERICANTCS FIDUCIARY SERVICES, LLC AMERICAS 403B PEP | PITTSBURGH PA | 1,418 | $73.2M | $911K |
| 3 | UNITED CEREBRAL PALSY OF NEW 401K PROFIT SHARING PLAN FOR EMPLOYEES OF ADAPT COMMUNITY NETWORK |
NEW YORK NY |
| 1,332 |
| $46.4M |
| $311K |
| 4 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $277K |
| 5 | NOVEL ENERGY SOLUTIONS, LLC NES 401(K) PLAN | ST. PAUL MN | 281 | $5.1M | $134K |
| 6 | ROOSEVELT CHILDREN'S ACADEMY ROOSEVELT CHILDREN'S ACADEMY CHARTER SCHOOL 401(K) PLAN | ROOSEVELT NY | 129 | $4.4M | $79K |
| 7 | JEWISH COMMUNITY SERVICES JEWISH COMMUNITY SERVICES 401(K) PLAN | MIAMI FL | 685 | $5.0M | $46K |
| 8 | UNITED ABILITY, INC. UNITED ABILITY, INC. 403(B) RETIREMENT PLAN | BIRMINGHAM AL | 265 | $8.2M | $35K |
| 9 | KICKSTARTER, PBC KICKSTARTER, PBC 401(K) PLAN | NEW YORK NY | 98 | $12.6M | $28K |
| 10 | OAK ORCHARD COMMUNITY HEALTH CENTER, INC. OAK ORCHARD COMMUNITY HEALTH CENTER, INC. 403(B) PLAN | BROCKPORT NY | 253 | $5.5M | $26K |
