Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Research and Management Calvert Moderate Allocation I in their Schedule of Assets, totaling $156K 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 | THE CALVERT COUNTY DAY SCHOOL, INC CALVERTON SCHOOL 403(B) RETIREMENT PLAN | HUNTINGTOWN MD | 43 | $7.0M | $79K |
| 2 | CALVERT COUNTY DAY SCHOOL, INC THE CALVERTON SCHOOL 403(B) RETIREMENT PLAN | HUNTINGTOWN MD | 45 | $7.6M | $77K |
