Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Calvert Investments Calvert US Lrg Cap Core Resp Indx R6 Fund in their Schedule of Assets, totaling $3.5M 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 | PHRG MANAGEMENT LLC PHRG MANAGEMENT LLC 401(K) SAVINGS PLAN | CHESTER PA | 3,753 | $157.8M | $3.5M |
