Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Calvert Research and Management in their Schedule of Assets, totaling $125K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WLCFS WLCFS RETIREMENT READINESS PLAN | GERMANTOWN WI | 176 | $5.7M | $122K |
| 2 | EMPOWERING ABILITIES 403(B) THRIFT PLAN FOR EMPLOYEES OF EMPOWERING ABILITIES | DAVENPORT IA | 337 | $16.8M | $3K |
| 3 | SOUTHERN OREGON ASPIRE INC SOUTHERN OREGON ASPIRE INC 403(B) PLAN |
GRANTS PASS OR |
| 136 |
| $2.0M |
| $59 |
