Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Calvert Equity Fund " in their Schedule of Assets, totaling $22.6M 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 | BOARD OF TRUSTEES OF LOCAL 52 LOCAL 52 401 (K) FUND | MOUNT LAUREL NJ | 5,441 | $561.4M | $10.6M |
| 2 | SOUTH CAROLINA LEGAL SERVICES SOUTH CAROLINA LEGAL SERVICES 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 119 | $17.5M | $2.3M |
| 3 | U.S. GREEN BUILDING COUNCIL, INC. U.S. GREEN BUILDING COUNCIL 401(K) PLAN |
WASHINGTON DC |
| 266 |
| $49.2M |
| $1.8M |
| 4 | BROCKTON NEIGHBORHOOD HEALTH CENTER BROCKTON NEIGHBORHOOD HEALTH CENTER 403(B) PLAN | BROCKTON MA | 755 | $29.3M | $1.8M |
| 5 | THE RIVERWOODS GROUP THE RIVERWOODS GROUP 403(B) PLAN | EXETER NH | 959 | $22.9M | $1.3M |
| 6 | OWEN ELECTRIC COOPERATIVE, INC. OWEN ELECTRIC COOPERATIVE EMPLOYEE SAVINGS AND PROTECTION PLAN | OWENTON KY | 122 | $36.3M | $1.0M |
| 7 | APPRISS, INC. APPRISS, INC. 401(K) SAVINGS PLAN | LOUISVILLE KY | 564 | $49.7M | $981K |
| 8 | BAMBOO HEALTH, INC. BAMBOO HEALTH 401(K) SAVINGS PLAN | LOUISVILLE KY | 440 | $49.0M | $810K |
| 9 | BRIGHTCOVE INC. BRIGHTCOVE INC. 401(K) PLAN | BOSTON MA | 290 | $61.6M | $801K |
| 10 | HANNON ARMSTRONG CAPITAL LLC HANNON ARMSTRONG CAPITAL LLC 401K PLAN | ANNAPOLIS MD | 158 | $34.5M | $471K |
