Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Calvert International Responsible Index Fund Class R6 " in their Schedule of Assets, totaling $436K 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 | DESKTOP METAL, INC. DESKTOP METAL RETIREMENT PLAN | BURLINGTON MA | 250 | $31.7M | $279K |
| 2 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $64K |
| 3 | JEWISH COMMUNITY SERVICES JEWISH COMMUNITY SERVICES 401(K) PLAN |
MIAMI FL |
| 685 |
| $5.0M |
| $45K |
| 4 | ABN AMRO CLEARING USA LLC ABN AMRO CLEARING USA LLC AND ITS AFFILIATES 401(K) PLAN | CHICAGO IL | 254 | $106.2M | $24K |
| 5 | D2G GROUP, LLC D2G GROUP, LLC 401(K) PLAN | FALL RIVER MA | 169 | $8.4M | $11K |
| 6 | KI BOIS COMMUNITY ACTION FOUND 403(B) THRIFT PLAN FOR EMPLOYEES OF KI BOIS COMMUNITY ACTION FOUNDATION, INC. | STIGLER OK | 329 | $19.5M | $3K |
| 7 | CLIFFORD W. BEERS GUIDANCE CLINIC, INC. 403(B) THRIFT PLAN OF CLIFFORD W. BEERS GUIDANCE CLINIC, INC. | NEW HAVEN CT | 242 | $7.5M | $2K |
| 8 | FCP, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FCP, INC. | LAWRENCE MA | 192 | $4.7M | $1K |
| 9 | BOONE TRANSPORTATION, INC. BOONE TRANSPORTATION, INC. RETIREMENT PLAN | ANTHONY NM | 126 | $4.5M | $1K |
| 10 | WAVERLY HEIGHTS, LTD. TAX DEFERRED ANNUITY PLAN OF WAVERLY HEIGHTS, LTD. | GLADWYNE PA | 286 | $6.7M | $1K |
