Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Calvert Equity Fund R6 Calvert 0 in their Schedule of Assets, totaling $1.5M 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 | LEAGUE OF CONSERVATION VOTERS, INC. LEAGUE OF CONSERVATION VOTERS, INC. 401K PLAN | WASHINGTON DC | 272 | $22.0M | $1.1M |
| 2 | VERITY CREDIT UNION VERITY CREDIT UNION 401(K) PLAN | SEATTLE WA | 131 | $18.7M | $315K |
| 3 | SANTA BARBARA BOTANIC GARDEN SANTA BARBARA BOTANIC GARDEN RETIREMENT PLAN |
SANTA BARBARA CA |
| 87 |
| $4.4M |
| $88K |
| 4 | BADGE MOTOR COMPANY SHEARER AUTOMOTIVE PSP AND TRUST | SOUTH BURLINGTON VT | 85 | $8.3M | $28K |
