Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Calvert Moderate Allocation I Calvert 0 in their Schedule of Assets, totaling $651K 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 | HRM ENTERPRISES, INC. HRM ENTERPRISES, INC. 401(K) PLAN | HARTVILLE OH | 611 | $22.1M | $423K |
| 2 | ARABELLA ADVISORS LLC ARABELLA ADVISORS LLC RETIREMENT PLAN | WASHINGTON DC | 431 | $40.0M | $147K |
| 3 | SALUD PARA LA GENTE SALUD PARA LA GENTE 401(K) PLAN |
WATSONVILLE CA |
| 512 |
| $23.7M |
| $81K |