Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Calvert Bond I Registered Investment Company in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OREGON RESEARCH INSTITUTE OREGON RESEARCH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | SPRINGFIELD OR | 99 | $41.4M | $760K |
| 2 | ALASKA COMMUNICATIONS SYSTEMS HOLDINGS, INC. ALASKA COMMUNICATIONS EMPLOYEE 401(K) SAVINGS PLAN FOR ALASKA | ANCHORAGE AK | 420 | $68.4M | $548K |
| 3 | LIFE FLIGHT NETWORK, LLC |
AURORA OR |
| 887 |
| $99.1M |
| $381K |
| 4 | LUSH HANDMADE COSMETICS LLC. LUSH 401(K) SAVINGS PLAN | PHOENIX AZ | 433 | $8.1M | $12K |
| 5 | PLANISWARE USA, INC. PLANISWARE 401(K) PLAN | SAN FRANCISCO CA | 168 | $25.6M | $11K |
