Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Calvert Emerging Markets Equity Fund I Mutual fund in their Schedule of Assets, totaling $239K 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 | MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN | AUGUSTA ME | 123 | $29.2M | $125K |
| 2 | ALTI GLOBAL HOLDINGS, LLC ALTI GLOBAL HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 236 | $52.0M | $66K |
| 3 | TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC |
NEW YORK NY |
| 157 |
| $28.2M |
| $48K |
