Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Calvert Calvert Equity I - in their Schedule of Assets, totaling $10.3M 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 | ALTAMED HEALTH SERVICES CORPORATION ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN | LOS ANGELES CA | 5,614 | $266.5M | $7.5M |
| 2 | ALTAIR ENGINEERING, INC. ALTAIR SALARY REDUCTION PROFIT SHARING PLAN | TROY MI | 1,006 | $262.8M | $2.1M |
| 3 | SARGENT & LUNDY SARGENT & LUNDY SAVINGS INVESTMENT PLAN |
CHICAGO IL |
| 3,311 |
| $1.2B |
| $714K |
| 4 | ENI-JR286, INC. ENI-JR286 INC. 401(K) PLAN | TORRANCE CA | 179 | $19.0M | $103K |
