Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Calvert Equity Fund Class A " in their Schedule of Assets, totaling $491K 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 | HUMAN DEVELOPMENT CENTER HUMAN DEVELOPMENT CENTER 401(K) PROFIT SHARING PLAN | DULUTH MN | 103 | $11.0M | $301K |
| 2 | HUMAN DEVELOPMENT CENTER HUMAN DEVELOPMENT CENTER UNION 401(K) PROFIT SHARING PLAN | DULUTH MN | 208 | $5.7M | $155K |
| 3 | CAROLTON CHRONIC & CONVALESCENT HOSPITAL, INC. |
FAIRFIELD CT |
| 196 |
| $11.0M |
| $36K |