Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Calvert Small Cap I in their Schedule of Assets, totaling $16K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | WALNUT CREEK CA | 105 | $23.3M | $11K |
| 2 | FRESNO COUNTY ECONOMIC OPPORTUNITIES COMMISSION D/B/A FRESNO ECONOMIC FRESNO COUNTY ECONOMIC OPPORTUNITIES COMMISSION 403(B) PLAN | FRESNO CA | 1,146 | $5.7M | $5K |
