Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Calvert Equity Fund " in their Schedule of Assets, totaling $19.8M 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 | 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 | BROCKTON NEIGHBORHOOD HEALTH CENTER BROCKTON NEIGHBORHOOD HEALTH CENTER 403(B) PLAN |
BROCKTON MA |
| 755 |
| $29.3M |
| $1.8M |
| 4 | THE RIVERWOODS GROUP THE RIVERWOODS GROUP 403(B) PLAN | EXETER NH | 959 | $22.9M | $1.3M |
| 5 | APPRISS, INC. APPRISS, INC. 401(K) SAVINGS PLAN | LOUISVILLE KY | 564 | $49.7M | $981K |
| 6 | BAMBOO HEALTH, INC. BAMBOO HEALTH 401(K) SAVINGS PLAN | LOUISVILLE KY | 440 | $49.0M | $810K |
| 7 | BRIGHTCOVE INC. BRIGHTCOVE INC. 401(K) PLAN | BOSTON MA | 290 | $61.6M | $801K |
| 8 | HANNON ARMSTRONG CAPITAL LLC HANNON ARMSTRONG CAPITAL LLC 401K PLAN | ANNAPOLIS MD | 158 | $34.5M | $471K |
| 9 | CLARK MATERIAL HANDLING COMPANY CLARK MATERIAL HANDLING COMPANY EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN | LEXINGTON KY | 228 | $22.2M | $324K |
| 10 | COUNSELING SERVICE OF ADDISON COUNTY, INC. CSAC 403(B) RETIREMENT PLAN | MIDDLEBURY VT | 279 | $17.9M | $281K |
