Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Calvert Equity Fund A Calvert 0 in their Schedule of Assets, totaling $3.2M 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 | LIEFF, CABRASER, HEIMANN & BERNSTEIN, LLP LIEFF, CABRASER, HEIMANN & BERNSTEIN 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 243 | $141.2M | $1.6M |
| 2 | KENNETH S. NUGENT KENNETH S. NUGENT 401(K) PLAN | DULUTH GA | 189 | $22.4M | $815K |
| 3 | BOIRON, INC BOIRON, INC PROFIT SHARING & 401(K) PLAN |
NEWTOWN SQUARE PA |
| 149 |
| $31.0M |
| $683K |
| 4 | LEECH LAKE BAND OF OJIBWE LEECH LAKE BAND OF OJIBWE COMMERCIAL 401(K) | CASS LAKE MN | 877 | $16.6M | $51K |