Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Calvert Bond R6 in their Schedule of Assets, totaling $684K 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 | THE LIBERTY COMPANY INSURANCE BROKERS, INC. THE LIBERTY COMPANY 401(K) PLAN | WOODLAND HILLS CA | 767 | $29.9M | $462K |
| 2 | COALITION ON HOMELESSNESS COALITION ON HOMELESSNESS AND HOUSING IN OHIO 403(B) PLAN | COLUMBUS OH | 637 | $10.4M | $60K |
| 3 | CHEEKWOOD BOTANICAL GARDEN AND MUSEUM OF ART |
NASHVILLE TN |
| 209 |
| $5.7M |
| $56K |
| 4 | LORD AECK SARGENT PLANNING AND DESIGN, INC. LORD AECK SARGENT PLANNING AND DESIGN 401(K) PLAN | ATLANTA GA | 158 | $14.3M | $56K |
| 5 | COMMUNITY RESIDENCES, INC. COMMUNITY RESIDENCES RETIREMENT PLAN | CHANTILLY VA | 447 | $16.7M | $24K |
| 6 | CARE FOR THE HOMELESS CARE FOR THE HOMELESS RETIREMENT PLAN | NEW YORK NY | 368 | $8.5M | $16K |
| 7 | NORTHWESTERN OHIO COMMUNITY ACTION COMMISSION NORTHWESTERN OHIO COMMUNITY ACTION COMMISSION TAX SHELTERED ANNUITY PLAN | DEFIANCE OH | 172 | $5.7M | $9K |
| 8 | TWINING, INC. TWINING RETIREMENT SAVINGS PLAN | LONG BEACH CA | 167 | $16.7M | $226 |
