Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Investments Calvert bond Portfolio I # in their Schedule of Assets, totaling $4.2M 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 | REWORLD PROJECTS, LLC REWORLD SAVINGS PLAN | MORRISTOWN NJ | 4,157 | $947.7M | $4.2M |
| 2 | REWORLD PROJECTS, LLC REWORLD PROJECTS SECURITY FUND PLAN | MORRISTOWN NJ | 183 | $18.0M | $12K |
