Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Calvert Calvert Equity I N/A in their Schedule of Assets, totaling $4.5M 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 | ST. LUKE'S HEALTH SYSTEM, LTD. ST. LUKE'S HEALTH SYSTEM PERFORMANCE INCENTIVE AND 401(A) MATCHING PLAN | BOISE ID | 18,672 | $769.9M | $4.5M |
