Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Calvert Equity I - in their Schedule of Assets, totaling $5.2M 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 | CALIFORNIA TEACHERS ASSOCIATION CALIFORNIA TEACHERS ASSOCIATION 401(K) PLAN | BURLINGAME CA | 388 | $160.7M | $2.7M |
| 2 | AMY'S KITCHEN, INC. AMY'S KITCHEN, INC. 401(K) RETIREMENT PLAN | PETALUMA CA | 2,037 | $158.8M | $1.2M |
| 3 | NORTHERN HUMAN SERVICES, INC. NORTHERN HUMAN SERVICES 403(B) PLAN |
CONWAY NH |
| 446 |
| $15.7M |
| $703K |
| 4 | THE MCCALLIE SCHOOL THE MCCALLIE SCHOOL 401(K) PLAN | CHATTANOOGA TN | 336 | $57.7M | $417K |
| 5 | CUTTERS, INC. CUTTERS, INC. PROFIT SHARING AND 401(K) PLAN | CHICAGO IL | 100 | $23.7M | $139K |
| 6 | IDENTITY, INC. IDENTITY, INC. 401(K) PLAN | GAITHERSBURG MD | 178 | $4.4M | $43K |
| 7 | KEY BENEFIT ADMINISTRATORS KEY FAMILY 401K PLAN | FISHERS IN | 393 | $21.6M | $2K |
