Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Calvert Equity Fund A in their Schedule of Assets, totaling $2.5M 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 | THIRD SECURITY, LLC THIRD SECURITY, LLC 401(K) PLAN | RADFORD VA | 131 | $18.5M | $742K |
| 2 | BILL DODGE AUTO GROUP, INC. BILL DODGE AUTO GROUP SALARY DEFERRAL 401(K) PLAN | WESTBROOK ME | 258 | $15.4M | $439K |
| 3 | FX DIRECT DEALER LLC FX DIRECT DEALER, LLC SAVINGS AND INVESTMENT PLAN |
JERSEY CITY NJ |
| 58 |
| $13.4M |
| $340K |
| 4 | AHP MANAGEMENT CORPORATION AHP MANAGEMENT CORPORATION 401K PROFIT SHARING PLAN & TRUST | ATLANTA GA | 271 | $8.7M | $326K |
| 5 | MOTIVATIONAL SYSTEMS, INC. MOTIVATIONAL SYSTEMS, INC. 401(K) RETIREMENT PLAN | NATIONAL CITY CA | 103 | $11.7M | $182K |
| 6 | 4D SYSTEMS, LLC 4D SYSTEMS, LLC 401K PLANS & TRUST | FLINT TWP MI | 122 | $4.3M | $181K |
| 7 | BENTEK CORPORATION BENTEK CORPORATION INC. 401K PLAN | SAN JOSE CA | 146 | $8.8M | $141K |
| 8 | 14 & V INC STONE SOUP COOPERATIVE GROUP PLAN | WASHINGTON DC | 229 | $1.2M | $100K |
| 9 | CARE INDEED, INC. CARE INDEED 401(K) RETIREMENT PLAN | MENLO PARK CA | 391 | $4.1M | $32K |
| 10 | COMMUNITY FIRST HEALTHCARE OF IL COMMUNITY FIRST HEALTHCARE OF ILLINOIS, INC. 401(K) PLAN | CHICAGO IL | 764 | $25.0M | $25K |
