Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Bond Portfolio Class I in their Schedule of Assets, totaling $264K 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 | RIPPOWAM CISQUA SCHOOL RIPPOWAM CISQUA SCHOOL 403(B) PLAN | BEDFORD NY | 227 | $34.5M | $241K |
| 2 | TRUSTEES OF THE ST. JOHNSBURY ACADEMY ST. JOHNSBURY ACADEMY 403(B) RETIREMENT PLAN | SAINT JOHNSBURY VT | 224 | $41.5M | $23K |