Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Calvert Moderate Allocation I - in their Schedule of Assets, totaling $374K 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 | INSTRUMENT LLC INSTRUMENT LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 0 | $17.0M | $103K |
| 2 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY TAX DEFERRED ANNUITY PLAN | PRINCETON NJ | 154 | $68.8M | $78K |
| 3 | BARKBOX, INC. BARKBOX, INC. 401(K) PLAN |
NEW YORK NY |
| 405 |
| $16.3M |
| $74K |
| 4 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY DEFINED CONTRIBUTION RETIREMENT PLAN | PRINCETON NJ | 213 | $90.4M | $47K |
| 5 | DRACO SPRING MANUFACTURING CO. DRACO SPRING MANUFACTURING COMPANY EMPLOYEES SAVINGS AND RE | HOUSTON TX | 83 | $12.9M | $34K |
| 6 | GLOBAL IMPACT GLOBAL IMPACT 401(K) PROFIT SHARING PLAN & TRUST | ALEXANDRIA VA | 234 | $15.8M | $29K |
| 7 | QUARTET HEALTH, INC. QUARTET HEALTH 401(K) PLAN | NEW YORK NY | 114 | $13.6M | $7K |
| 8 | HANNAH MOTOR CO., INC. HANNAH MOTOR CO., INC. 401(K) PLAN | VANCOUVER WA | 761 | $44.1M | $1K |
