Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Calvert Equity Mutual funds in their Schedule of Assets, totaling $8.5M 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 | JOHNSON & WALES UNIVERSITY JOHNSON & WALES UNIVERSITY 401(K) RETIREMENT SAVINGS PLAN | PROVIDENCE RI | 1,243 | $367.9M | $8.5M |
