Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Calvert Equity I Registered Investment Company in their Schedule of Assets, totaling $510K 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 | CLEANLEAF ENERGY, LLC CLEANLEAF ENERGY RETIREMENT SAVINGS PLAN | ANNAPOLIS MD | 105 | $21.6M | $246K |
| 2 | BORREGO ENERGY, LLC BORREGO ENERGY RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 122 | $23.3M | $231K |
| 3 | PLANISWARE USA, INC. PLANISWARE 401(K) PLAN |
SAN FRANCISCO CA |
| 168 |
| $25.6M |
| $33K |
