Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Calvert Equity Fund 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 | BOEING INTELLIGENCE & ANALYTICS BOEING INTELLIGENCE & ANALYTICS 401(K) PROFIT SHARING PLAN | ANNAPOLIS JUNCTION MD | 589 | $101.9M | $2.5M |
| 2 | HOSPICE BY THE BAY BY THE BAY HEALTH 403(B) PLAN | LARKSPUR CA | 381 | $34.2M | $871K |
| 3 | MCCLONE CONSTRUCTION COMPANY, LLC MCCLONE CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN & TRUST |
EL DORADO HILLS CA |
| 173 |
| $18.8M |
| $416K |
| 4 | APPRISS RETAIL APPRISS RETAIL 401(K) SAVINGS PLAN | IRVINE CA | 124 | $18.1M | $295K |
| 5 | VENTURA COUNTY CREDIT UNION VENTURA COUNTY CREDIT UNION 401(K) PROFIT SHARING PLAN | VENTURA CA | 178 | $22.1M | $123K |
| 6 | SIGNATURE TRUCK SYSTEMS, LLC GRANBY INDUSTRIES US HOLDINGS, INC. 401K PLAN | CLIO MI | 175 | $5.3M | $70K |
| 7 | RINCON CONSULTANTS, INC. RINCON CONSULTANTS, INC. 401(K) AND PROFIT SHARING PLAN | VENTURA CA | 425 | $43.9M | $23K |
| 8 | REWARDSTYLE, INC. D/B/A LTK LTK 401(K) PLAN | DALLAS TX | 587 | $33.3M | $9K |
