Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Calvert Equity A in their Schedule of Assets, totaling $164K 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 | CHARLES RIVER ANALYTICS INC. CHARLES RIVER ANALYTICS PROFIT SHARING PLAN | CAMBRIDGE MA | 145 | $70.3M | $159K |
| 2 | CENTENNIAL MENTAL HEALTH CENTER INC CENTENNIAL MENTAL HEALTH CENTER INC TAX SHELTERED VOLUNTARY 403(B) PLAN | STERLING CO | 167 | $6.5M | $4K |