Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Conservative Allocation I Mutual Fund in their Schedule of Assets, totaling $156K 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 | CCOF, INC. CCOF 401(K) | SANTA CRUZ CA | 187 | $13.0M | $105K |
| 2 | EXXEL PACIFIC, INC. EXXEL PACIFIC, INC. BENEFIT PLAN | BELLINGHAM WA | 150 | $31.5M | $52K |
