Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Calvert Equity Fund Class I Mutual fund - in their Schedule of Assets, totaling $1.6M 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 | STARBOARD HOLDINGS LTD. STARBOARD HOLDINGS LTD. 401(K) RETIREMENT PLAN | MIAMI FL | 358 | $37.2M | $727K |
| 2 | BBENEFITS, LLC BBENEFITS, LLC 401(K) PLAN | HOUSTON TX | 120 | $6.5M | $530K |
| 3 | THE TRUSTEES OF RESERVATIONS THE TRUSTEES OF RESERVATIONS 401(K) RETIREMENT PLAN |
BOSTON MA |
| 318 |
| $26.5M |
| $156K |
| 4 | CONSERVATION LAW FOUNDATION, INC. CLF RETIREMENT PLAN | BOSTON MA | 144 | $18.1M | $113K |
| 5 | BITGO, INC. BITGO 401(K) PLAN | PALO ALTO CA | 215 | $21.5M | $57K |
| 6 | INCLUSIVE EDUCATION AND COMMUN INCLUSIVE EDUCATION AND COMMUN 401(K) PROFIT SHARING PLAN & TRUST | OXNARD CA | 294 | $3.8M | $3K |