Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Calvert Equity Fund I in their Schedule of Assets, totaling $7.6M 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 | DIGIFLIGHT, INC . DIGIFLIGHT, INC. 401(K) PLAN | COLUMBIA MD | 249 | $24.3M | $1.9M |
| 2 | THREE LOWER COUNTIES COMMUNITY TLC, INC. 401K PLAN | SALISBURY MD | 557 | $35.6M | $1.6M |
| 3 | NEWBURY COMICS, INC. NEWBURY COMICS EMPLOYEE BENEFIT TRUST |
| 191 |
| $29.6M |
| $1.5M |
| 4 | EMINENT INC. EMINENT INC. 401(K) PLAN | CERRITOS CA | 1,406 | $22.7M | $864K |
| 5 | DRAPER HOLDINGS BUSINESS TRUST DRAPER HOLDINGS BUSINESS TRUST 401(K) PLAN | SALISBURY MD | 161 | $19.6M | $670K |
| 6 | CALICO BRANDS, INC. CALICO BRANDS, INC. 401(K) PLAN | ONTARIO CA | 112 | $18.0M | $443K |
| 7 | MILBER, MAKRIS, PLOUSADIS & SEIDEN LLP MILBER, MAKRIS, PLOUSADIS & SEIDEN 401(K) PLAN | WOODBURY NY | 280 | $30.9M | $393K |
| 8 | POWERTEK CORPORATION POWERTEK CORPORATION 401(K) PLAN | ROCKVILLE MD | 24 | $8.8M | $205K |
| 9 | JARMOC TOBACCO LLC JARMOC TOBACCO 401(K) PLAN | SOMERS CT | 137 | $751K | $9K |
