Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Calvert Bond R6 Mutual fund in their Schedule of Assets, totaling $4.0M 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 | GALAXY US OPCO INC. VIALTO PARTNERS US RETIREMENT PLAN | BOSTON MA | 566 | $193.6M | $1.4M |
| 2 | EARTHJUSTICE EARTHJUSTICE 403(B) PLAN | SAN FRANCISCO CA | 654 | $142.5M | $1.4M |
| 3 | MCLARTY AUTOMOTIVE GROUP, LLC 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MCLARTY AUTOMOTIVE GROUP, LLC |
LITTLE ROCK AR |
| 1,907 |
| $67.6M |
| $642K |
| 4 | THE NEW ENGLAND COLLEGE OF OPTOMETRY THE NEW ENGLAND COLLEGE OF OPTOMETRY DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 217 | $49.4M | $478K |
| 5 | FIRSTLIGHT POWER SERVICES, LLC FIRSTLIGHT POWER 401(K) PLAN | BURLINGTON MA | 138 | $46.3M | $67K |
| 6 | ONE PLANET GROUP, LLC ONE PLANET GROUP, LLC 401(K) PLAN | WALNUT CREEK CA | 80 | $23.5M | $13K |
| 7 | RESIDENTIAL ONE, LLC RESIDENTIAL ONE 401(K) PLAN | COLUMBIA MD | 412 | $8.2M | $6K |
