Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Calvert Equity I - in their Schedule of Assets, totaling $3.6M 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 | CALIFORNIA TEACHERS ASSOCIATION CALIFORNIA TEACHERS ASSOCIATION 401(K) PLAN | BURLINGAME CA | 388 | $160.7M | $2.7M |
| 2 | NORTHERN HUMAN SERVICES, INC. NORTHERN HUMAN SERVICES 403(B) PLAN | CONWAY NH | 446 | $15.7M | $703K |
| 3 | CUTTERS, INC. CUTTERS, INC. PROFIT SHARING AND 401(K) PLAN |
CHICAGO IL |
| 100 |
| $23.7M |
| $139K |
| 4 | IDENTITY, INC. IDENTITY, INC. 401(K) PLAN | GAITHERSBURG MD | 178 | $4.4M | $43K |
| 5 | KEY BENEFIT ADMINISTRATORS KEY FAMILY 401K PLAN | FISHERS IN | 393 | $21.6M | $2K |
