Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Calvert Equity Fund I Calvert 0 in their Schedule of Assets, totaling $1.8M 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 | VERMONT ENERGY INVESTMENT CORP. VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN | WASHINGTON DC | 389 | $61.9M | $895K |
| 2 | FREDERIKSTED HEALTH CARE INC. FREDERIKSTED HEALTH CARE INC 403(B) RETIREMENT PLAN | ST. CROIX VI | 156 | $4.5M | $282K |
| 3 | LINDBLAD EXPEDITIONS, INC. |
SEATTLE WA |
| 691 |
| $48.7M |
| $259K |
| 4 | THEO CHOCOLATE, INC. THEO CHOCOLATE, INC. 401(K) P/S PLAN | LA PORTE IN | 24 | $2.7M | $179K |
| 5 | PUBLIC CITIZEN, INC. PUBLIC CITIZEN, INC. EMPLOYEES SAVINGS TRUST | WASHINGTON DC | 111 | $19.1M | $127K |
| 6 | CHANGE.ORG, INC. CHANGE.ORG 401K PLAN | SAN FRANCISCO CA | 86 | $12.9M | $83K |
