Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Calvert Equity I Mutual fund - in their Schedule of Assets, totaling $962K 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 | AGRI-VALLEY COMMUNICATIONS, INC. AGRI-VALLEY COMMUNICATIONS, INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN | PIGEON MI | 138 | $41.3M | $482K |
| 2 | ALL.HEALTH, INC. ALL.HEALTH, INC. 401K PLAN | SAN FRANCISCO CA | 38 | $8.0M | $174K |
| 3 | LONE STAR AEROSPACE, INC. LONE STAR AEROSPACE, INC. RETIREMENT SAVINGS PLAN |
ADDISON TX |
| 129 |
| $17.2M |
| $142K |
| 4 | EAGLE SPECIALTY MATERIALS LLC EAGLE SPECIALTY MATERIALS LLC 401(K) PLAN | LEXINGTON KY | 627 | $26.2M | $73K |
| 5 | NEW LEAF ENERGY NEW LEAF ENERGY 401(K) PLAN | LOWELL MA | 220 | $21.6M | $57K |
| 6 | STANT CORPORATION STANT CORPORATION 401(K) PLAN | ROCHESTER HILLS MI | 223 | $23.4M | $34K |