Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Calvert Bond Fund I Calvert 0 in their Schedule of Assets, totaling $1.9M 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 | VERMONT ENERGY INVESTMENT CORP. VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN | WASHINGTON DC | 389 | $61.9M | $1.2M |
| 2 | BRIDGEBIO SERVICES, INC. BRIDGEBIO 401(K) PLAN | PALO ALTO CA | 707 | $88.0M | $494K |
| 3 | THEO CHOCOLATE, INC. THEO CHOCOLATE, INC. 401(K) P/S PLAN |
LA PORTE IN |
| 24 |
| $2.7M |
| $87K |
| 4 | PUBLIC CITIZEN, INC. PUBLIC CITIZEN, INC. EMPLOYEES SAVINGS TRUST | WASHINGTON DC | 111 | $19.1M | $76K |
| 5 | AVIATRIX SYSTEMS, INC. AVIATRIX 401(K) PLAN | SANTA CLARA CA | 266 | $25.1M | $3K |