Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Calvert Bond Fund R6 " in their Schedule of Assets, totaling $3.0M 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 | BUSINESS FOR SOCIAL RESPONSIBILI BSR 401(K) PLAN | SAN FRANCISCO CA | 95 | $12.7M | $1.9M |
| 2 | EARTH RESOURCES TECHNOLOGY, LLC EARTH RESOURCES TECHNOLOGY, LLC 401(K) PLAN | GREENBELT MD | 538 | $61.6M | $570K |
| 3 | HILLSIDES HILLSIDES EMPLOYEES' 401(K) PLAN |
PASADENA CA |
| 377 |
| $18.9M |
| $299K |
| 4 | INVAIO SCIENCES, INC. INVAIO SCIENCES, INC. 401(K) PLAN | CAMBRIDGE MA | 60 | $4.6M | $104K |
| 5 | EMERSON COLLECTIVE, LLC EMERSON COLLECTIVE, LLC 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 218 | $41.1M | $42K |
| 6 | TOGETHER LABS TOGETHER LABS 401(K) PROFIT SHARING PLAN | REDWOOD CITY CA | 90 | $20.6M | $34K |
| 7 | OPUS 12, INC. OPUS12 401(K) PLAN | BERKELEY CA | 176 | $12.4M | $32K |
| 8 | DATAMINR, INC DATAMINR INC 401K PLAN | NEW YORK NY | 417 | $61.2M | $27K |
| 9 | LUMIVERO, LLC LUMIVERO, LLC 401(K) RETIREMENT PLAN | DENVER CO | 127 | $16.3M | $22K |
| 10 | UNBOUNDED LEARNING, INC. UNBOUNDED LEARNING, INC. 401(K) PLAN | NEW YORK NY | 125 | $8.5M | $15K |
