Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Calvert International Responsible Index Fund I in their Schedule of Assets, totaling $1.2M 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 | ORGANICALLY GROWN COMPANY, INC. ORGANICALLY GROWN COMPANY 401(K) PLAN | EUGENE OR | 277 | $21.8M | $1.0M |
| 2 | AMITY FOUNDATION AMITY FOUNDATION 401K PROFIT SHARING PLAN | TUCSON AZ | 786 | $5.1M | $89K |
| 3 | GOLDEN STATE ORTHOPEDICS & SPINE GOLDEN STATE ORTHOPEDICS & SPINE PROFIT SHARING 401(K) PLAN |
WALNUT CREEK CA |
| 431 |
| $109.4M |
| $75K |
| 4 | TIPALTI, INC. TIPALTI 401(K) PLAN | FOSTER CITY CA | 267 | $20.5M | $5K |