Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Equity Fund Mututal Fund in their Schedule of Assets, totaling $16.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ASSOCIATED WHOLESALE GROCERS, INC. AWG, INC RESTATED 401(K) PLAN | KANSAS CITY KS | 2,764 | $311.1M | $16.8M |
| 2 | ASSOCIATED WHOLESALE GROCERS, INC. AWG-NEBRASKA COLLECTIVE BARGAINING UNIT 401(K) PLAN | KANSAS CITY KS | 288 | $11.5M | $111K |
