Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Calvert Equity R6 Fund " in their Schedule of Assets, totaling $4.1M 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 | CONFERENCE TECHNOLOGIES, INC. CONFERENCE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | MARYLAND HEIGHTS MO | 881 | $40.6M | $3.5M |
| 2 | GREATER SPRINGFIELD SENIOR SERVICES GREATER SPRINGFIELD SENIOR SERVICES 403(B) THRIFT PLAN | SPRINGFIELD MA | 230 | $12.9M | $428K |
| 3 | COMMUNITY HEALTH CONNECTIONS |
FITCHBURG MA |
| 370 |
| $17.5M |
| $188K |
| 4 | SUCCESS MORTGAGE PARTNERS, INC. SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN | PLYMOUTH MI | 411 | $9.1M | $9K |
| 5 | EGLIN FEDERAL CREDIT UNION EGLIN FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | FT WALTON BEACH FL | 393 | $28.7M | $3K |
