Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Calvert Equity Fund in their Schedule of Assets, totaling $691K 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 | TEXAS HEART INSTITUTE TEXAS HEART INSTITUTE SECTION 403(B) PLAN | HOUSTON TX | 255 | $24.3M | $690K |
| 2 | COAL AND ENVIRONMENTAL SERVICES INC 401K PROFIT SHARING PLAN COAL AND ENVIRONMENTAL SERVICES, INC 401K PS PLAN | SOMERSET PA | 123 | $7.6M | $2K |
