Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Calvert Growth Allocation I Calvert 0 in their Schedule of Assets, totaling $1.6M 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 | HRM ENTERPRISES, INC. HRM ENTERPRISES, INC. 401(K) PLAN | HARTVILLE OH | 611 | $22.1M | $653K |
| 2 | ARABELLA ADVISORS LLC ARABELLA ADVISORS LLC RETIREMENT PLAN | WASHINGTON DC | 431 | $40.0M | $476K |
| 3 | EVERENCE SERVICES, LLC EVERENCE SERVICES, LLC 401(K) PLAN |
GOSHEN IN |
| 393 |
| $61.4M |
| $295K |
| 4 | MAPLE CITY HEALTH CARE CENTER, INC. MAPLE CITY HEALTH CARE CENTER, INC. 401(K) PLAN | GOSHEN IN | 151 | $8.0M | $182K |
| 5 | 1UPHEALTH 1UPHEALTH 401(K) PLAN | BOSTON MA | 123 | $5.4M | $24K |
| 6 | BASHOR CHILDREN'S HOME BASHOR CHILDREN'S HOME 403(B) PLAN | GOSHEN IN | 251 | $10.0M | $6K |
| 7 | FIRST CHILDREN, LLC. FIRST CHILDREN, LLC. 401(K) PLAN | CHERRY HILL NJ | 333 | $2.7M | $4K |
