Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Calvert Equity Fund, R6 in their Schedule of Assets, totaling $2.6M 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 | CUSTOMER ENGINEERING SERVICES CES 401(K) PLAN | COPPELL TX | 322 | $24.6M | $1.3M |
| 2 | CITRUS HEALTH GROUP, INC. CITRUS HEALTH GROUP 401(K) PLAN | CHICAGO IL | 144 | $8.9M | $416K |
| 3 | BEONE MEDICINES USA, INC. BEONE MEDICINES 401(K) PLAN |
| 1,650 |
| $228.5M |
| $384K |
| 4 | TOMAH MEMORIAL HOSPITAL TOMAH HEALTH RETIREMENT PLAN | TOMAH WI | 431 | $35.5M | $215K |
| 5 | SWISS KRONO USA, INC. SWISS KRONO USA, INC. 401K RETIREMENT PLAN | BARNWELL SC | 323 | $15.9M | $161K |
| 6 | PERNIX GROUP INC. PERNIX GROUP 401(K) RETIREMENT PLAN | LOMBARD IL | 221 | $44.7M | $115K |
| 7 | VALUEMOMENTUM, INC. VALUEMOMENTUM 401(K) PLAN | PISCATAWAY NJ | 626 | $42.6M | $3K |
