Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Calvert Calvert U.S. Large-Cap Core Responsible Index Fund in their Schedule of Assets, totaling $4.3M 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 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $3.0M |
| 2 | URBAN LAND INSTITUTE URBAN LAND INSTITUTE 403(B) PLAN | WASHINGTON DC | 238 | $36.5M | $794K |
| 3 | UNITED STATES SENATE FEDERAL CREDIT UNION |
ALEXANDRIA VA |
| 150 |
| $23.2M |
| $503K |
| 4 | THE ARC OF THE FARMINGTON VALLEY, INC. FAVARH 403(B) RETIREMENT PLAN | CANTON CT | 359 | $7.4M | $44K |
| 5 | HOUSTON HOSPICE HOUSTON HOSPICE DISCRETIONARY FUNDING ACCOUNT | HOUSTON TX | 107 | $2.5M | $28K |
