Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Calvert Bond I Mutual fund in their Schedule of Assets, totaling $15.0M 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 | BROWN AND CALDWELL BROWN AND CALDWELL SAVINGS PLAN | LAKEWOOD CO | 2,280 | $574.9M | $8.5M |
| 2 | THE PEW CHARITABLE TRUSTS THE PEW CHARITABLE TRUSTS SAVINGS PLAN | PHILADELPHIA PA | 1,018 | $428.2M | $5.9M |
| 3 | NEW VENTURE FUND NEW VENTURE FUND 401(K) PROFIT SHARING PLAN |
WASHINGTON DC |
| 535 |
| $57.9M |
| $289K |
| 4 | FACING HISTORY AND OURSELVES, INC. FACING HISTORY AND OURSELVES 403(B) PLAN | BOSTON MA | 196 | $34.0M | $189K |
| 5 | SWITCHFLY LLC SWITCHFLY LLC 401(K) PROFIT SHARING PLAN | DENVER CO | 87 | $12.4M | $70K |
| 6 | WINDWARD FUND WINDWARD FUND 401(K) PLAN | WASHINGTON DC | 76 | $4.4M | $12K |
| 7 | RWS LIFE SCIENCES INC. RWS LIFE SCIENCES 401(K) PLAN | EAST HARTFORD CT | 158 | $26.8M | $1K |
| 8 | WRA, INC. WRA, INC. 401(K) PLAN | SAN RAFAEL CA | 101 | $19.0M | $1K |
