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 Small-Cap Fund - Class R6 in their Schedule of Assets, totaling $36K 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 | U'S AGAIN, LLC U'S AGAIN, LLC 401(K) PLAN | WEST CHICAGO IL | 116 | $1.7M | $21K |
| 2 | LAWRENCE HALL LAWRENCE HALL 401(K) PLAN | CHICAGO IL | 299 | $9.7M | $15K |
