Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Equity Fund R6 Registered investment company in their Schedule of Assets, totaling $978K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DESIGN WORKSHOP, INC. DESIGN WORKSHOP, INC. 401(K) PROFIT SHARING PLAN | DENVER CO | 161 | $29.3M | $872K |
| 2 | POLARIS PROJECT POLARIS PROJECT 403(B) PLAN | WASHINGTON DC | 122 | $4.0M | $107K |