Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Calvert Equity R6 Mutual fund in their Schedule of Assets, totaling $839K 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 | SHANNON & WILSON, INC. SHANNON & WILSON, INC. PS RETIREMENT & 401(K) PLAN AND TRUST | SEATTLE WA | 373 | $129.9M | $461K |
| 2 | CALIFORNIA RURAL LEGAL ASSISTANCE, INC. CALIFORNIA RURAL LEGAL ASSISTANCE, INC. 401(K) RETIREMENT SAVINGS PLAN | MODESTO CA | 231 | $12.6M | $298K |
| 3 | TEACHER CREATED MATERIALS, INC |
HUNTINGTON BEACH CA |
| 217 |
| $31.7M |
| $40K |
| 4 | AUDITBOARD, INC. AUDITBOARD, INC. 401(K) PLAN | CERRITOS CA | 704 | $41.4M | $20K |
| 5 | ONE PLANET GROUP, LLC ONE PLANET GROUP, LLC 401(K) PLAN | WALNUT CREEK CA | 80 | $23.5M | $14K |
| 6 | CODE FOR AMERICA LABS, INC. CODE FOR AMERICA 401(K) PLAN | OAKLAND CA | 161 | $16.0M | $6K |
