Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Calvert International Responsible Index Fund Mutual fund in their Schedule of Assets, totaling $2.1M 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 | AUTOMATION ANYWHERE, INC. AUTOMATION ANYWHERE, INC. 401(K) PLAN | SAN JOSE CA | 425 | $64.2M | $1.6M |
| 2 | STAFFPAY, INC. EMPLICITY 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 3,170 | $66.3M | $306K |
| 3 | OVATIVE GROUP LLC OVATIVE GROUP 401K PLAN |
MINNEAPOLIS MN |
| 493 |
| $37.8M |
| $189K |
| 4 | MEDABLE, INC. MEDABLE 401(K) PLAN | PALO ALTO CA | 166 | $20.7M | $14K |
| 5 | NORTHERN CALIFORNIA GOLF ASSOCIATION NORTHERN CALIFORNIA GOLF ASSOCIATION/POPPY HOLDING, INC. 401(K) PLAN | PEBBLE BEACH CA | 171 | $22.9M | $7K |
| 6 | CARE CENTRAL VNA AND HOSPICE, INC. CARE CENTRAL VNA AND HOSPICE, INC. 401(K) PLAN | GARDNER MA | 229 | $19.0M | $4K |
