Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Equity A in their Schedule of Assets, totaling $629K 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 | THE GLOBE PEQUOT PUBLISHING GROUP, INC THE GLOBE PEQUOT PUBLISHING GROUP, INC. 401(K) PLAN | BLUE RIDGE SUMMIT PA | 206 | $23.9M | $523K |
| 2 | UNITED INDIAN HEALTH SERVICES UNITED INDIAN HEALTH SERVICES 403(B) PLAN | ARCATA CA | 233 | $11.6M | $106K |
