Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Calvert Short Duration Income in their Schedule of Assets, totaling $1.2M 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 | FLORIDA FAMILY INSURANCE SERVICES, LLC FLORIDA FAMILY INSURANCE 401(K) PLAN | JACKSONVILLE FL | 92 | $20.9M | $652K |
| 2 | DANNIS WOLIVER KELLEY DANNIS WOLIVER KELLEY PROFIT SHARING PLAN | BERKELEY CA | 100 | $36.6M | $346K |
| 3 | SOVOS BRANDS INTERMEDIATE, INC. SOVOS BRANDS 401(K) PLAN |
LOUISVILLE CO |
| 749 |
| $35.4M |
| $198K |
| 4 | SULPHUR SPRINGS BANCSHARES, INC. SULPHUR SPRINGS BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS | SULPHUR SPRINGS TX | 257 | $28.6M | $24K |
