Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Calvert Calvert Bond I in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROCKEFELLER PHILANTHROPY ADVISORS, INC. ROCKEFELLER PHILANTHROPY ADVISORS 401(K) PLAN | NEW YORK NY | 518 | $75.2M | $2.1M |
| 2 | FIRST NORTHERN BANK OF DIXON FIRST NORTHERN BANK PROFIT SHARING 401(K) PLAN | DIXON CA | 187 | $37.4M | $220K |
| 3 | MAKE-A-WISH FOUNDATION |
PHOENIX AZ |
| 236 |
| $22.6M |
| $87K |
| 4 | DNA TWOPOINTO, INC., DNA TWOPOINTO, INC., DBA ATUM RETIREMENT TRUST | NEWARK CA | 139 | $29.5M | $9K |
