Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Calvert Short Duration Income, Class I in their Schedule of Assets, totaling $17.0M 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 | AMERITAS HOLDING COMPANY AMERITAS PENSION PLAN | LINCOLN NE | 217 | $236.9M | $17.0M |
| 2 | WEIRTON GERIATRIC CENTER WEIRTON GERIATRIC CENTER RETIREMENT PLAN | WEIRTON WV | 178 | $8.9M | $17K |
| 3 | REVITALIZE CAPITAL, LLC REVITALIZE CAPITAL, LLC 401(K) PLAN |
CINCINNATI OH |
| 212 |
| $10.6M |
| $3K |
