Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CALVERT HIGH YIELD BOND R6 Mutual fund in their Schedule of Assets, totaling $264K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEW VENTURE FUND NEW VENTURE FUND 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 535 | $57.9M | $219K |
| 2 | WINDWARD FUND WINDWARD FUND 401(K) PLAN | WASHINGTON DC | 76 | $4.4M | $32K |
| 3 | HOPEWELL FUND HOPEWELL FUND 401(K) PLAN | WASHINGTON |
| 100 |
| $9.7M |
| $13K |
