Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Calvert Equity Fund Class R6 " in their Schedule of Assets, totaling $6.4M 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 | PROSPERITY BANCSHARES, INC. PROSPERITY BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 3,884 | $357.8M | $4.3M |
| 2 | MADIX, INC. MADIX, INC. 401(K) PROFIT SHARING PLAN | TERRELL TX | 2,389 | $72.9M | $930K |
| 3 | LAPP INSULATORS LLC LAPP INSULATORS LLC RETIREMENT INCOME PLAN FOR EMPLOYEES REPRESENTED BY THE IUE |
LEROY NY |
| 36 |
| $4.5M |
| $485K |
| 4 | RENEWABLE ENERGY SYSTEMS AMERICAS INC. RENEWABLE ENERGY SYSTEMS AMERICAS INC. 401(K) PLAN | DENVER CO | 1,300 | $85.3M | $369K |
| 5 | CINCINNATI SYMPHONY ORCHESTRA CINCINNATI SYMPHONY ORCHESTRA 401(K) PLAN | CINCINNATI OH | 1,042 | $17.9M | $181K |
| 6 | GALLAGHER FLYNN & CO., LLP GALLAGHER FLYNN & CO., LLP 401(K) PROFIT SHARING PLAN AND TRUST | SOUTH BURLINGTON VT | 73 | $20.8M | $94K |
| 7 | CREATIVE WERKS LLC CREATIVE WERKS LLC RETIREMENT PLAN | ELK GROVE VILLAGE IL | 326 | $14.5M | $27K |
