Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Calvert Calvert Equity Fund I in their Schedule of Assets, totaling $690K 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 | COHEN VENTURES, INC DBA ENERGY SOLUTIONS ENERGY SOLUTIONS 401(K) PROFIT SHARING PLAN | OAKLAND CA | 494 | $46.3M | $576K |
| 2 | NEWLY WEDS FOODS, LLC NEWLY WEDS FOODS, LLC CASH ACCUMULATION PLAN | CHICAGO IL | 2,915 | $111.3M | $111K |
| 3 | TRI DAL, LLC TRI DAL, LLC 401(K) PROFIT SHARING PLAN |
SOUTHLAKE TX |
| 235 |
| $8.6M |
| $3K |
