Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Calvert Growth Allocation I Mutual Fund in their Schedule of Assets, totaling $709K 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 | CCOF, INC. CCOF 401(K) | SANTA CRUZ CA | 187 | $13.0M | $295K |
| 2 | OVATIVE GROUP LLC OVATIVE GROUP 401K PLAN | MINNEAPOLIS MN | 493 | $37.8M | $266K |
| 3 | EXXEL PACIFIC, INC. EXXEL PACIFIC, INC. BENEFIT PLAN | BELLINGHAM WA | 150 |
| $31.5M |
| $148K |
