Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Calvert Equity Fund Class R6 Mutual Fund in their Schedule of Assets, totaling $4.3M 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 | AUSTIN HARDWARE & SUPPLY, INC. AUSTIN HARDWARE & SUPPLY, INC. 401(K) PROFIT SHARING PLAN | LEES SUMMIT MO | 156 | $35.8M | $2.6M |
| 2 | RIMINI STREET, INC. RIMINI STREET INC. 401(K) PROFIT SHARING PLAN AND TRUST | LAS VEGAS NV | 573 | $93.2M | $1.5M |
| 3 | CARBON, INC. CARBON, INC. 401(K) PLAN |
REDWOOD CITY CA |
| 291 |
| $42.5M |
| $113K |
| 4 | SAILDRONE, INC. SAILDRONE, INC. 401(K) PLAN | ALAMEDA CA | 251 | $11.1M | $77K |
| 5 | PRIVATE PREP NYC LLC PRIVATE PREP NYC LLC 401(K) PROFIT SHARING PLAN & TRUST | PORT WASHINGTON NY | 101 | $4.8M | $36K |