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 Equity Fund Class I in their Schedule of Assets, totaling $3.8M 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 | OCLC, INC. OCLC MATCHING THRIFT PLAN | DUBLIN OH | 910 | $174.0M | $2.5M |
| 2 | OCLC, INC. OCLC RETIREMENT PLAN | DUBLIN OH | 920 | $120.3M | $964K |
| 3 | OCLC, INC. OCLC SUPPLEMENTAL PLAN | DUBLIN OH | 920 | $24.2M |
| $355K |
