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 R6 in their Schedule of Assets, totaling $111K 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 | SUNSHINE HOMES, INC. EMPLOYEE BENEFIT PLAN OF SUNSHINE HOMES, INC. | RED BAY AL | 325 | $7.3M | $78K |
| 2 | SOUNDS TRUE INC. SOUNDS TRUE INC. 401(K) PLAN | LAFAYETTE CO | 70 | $7.1M | $33K |