Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Calvert Equity Portfolio I Mutual Fund in their Schedule of Assets, totaling $1.0M 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 | SAFE HORIZON, INC. SAFE HORIZON 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 943 | $31.3M | $571K |
| 2 | SAFE HORIZON, INC. SAFE HORIZON 401(A) RETIREMENT SAVINGS PLAN | NEW YORK NY | 708 | $20.7M | $271K |
| 3 | DEDHAM COUNTRY DAY SCHOOL DEDHAM COUNTRY DAY SCHOOL DC RETIREMENT PLAN |
DEDHAM MA |
| 79 |
| $26.7M |
| $170K |
