Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Calvert Bond Fund Mutual fund in their Schedule of Assets, totaling $5.8M 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 | PATH PATH PROFIT SHARING 401(K) INCENTIVE PLAN | SEATTLE WA | 532 | $300.8M | $3.2M |
| 2 | COUPA SOFTWARE, INC. COUPA SOFTWARE, INC. RETIREMENT TRUST | FOSTER CITY CA | 1,202 | $215.1M | $1.3M |
| 3 | LOVELACE BIOMEDICAL RESEARCH INSTITUTE LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN |
ALBUQUERQUE NM |
| 407 |
| $122.8M |
| $552K |
| 4 | RENT THE RUNWAY, INC. RENT THE RUNWAY, INC. | BROOKLYN NY | 1,671 | $34.8M | $336K |
| 5 | RAPIDSOS, INC. RAPIDSOS, INC. RETIREMENT PLAN | SAN FRANCISCO CA | 237 | $14.5M | $127K |
| 6 | AURORA SOLAR, INC. AURORA SOLAR, INC. 401(K) PLAN | SAN FRANCISCO CA | 353 | $25.7M | $88K |
| 7 | CRYSTAL SPRINGS, INC. CRYSTAL SPRINGS, INC. 403(B) RETIREMENT PLAN | ASSONET MA | 354 | $3.5M | $69K |
| 8 | BENCHLING, INC. BENCHLING, INC. 401(K) PLAN | SAN FRANCISCO CA | 600 | $67.1M | $55K |
| 9 | MEDABLE, INC. MEDABLE 401(K) PLAN | PALO ALTO CA | 166 | $20.7M | $45K |
| 10 | TAHIRIH JUSTICE CENTER TAHIRIH JUSTICE CENTER 401(K) PLAN | FALLS CHURCH VA | 69 | $4.6M | $4K |
