Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Short Duration Income Fund Class I Mutual fund in their Schedule of Assets, totaling $677K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AVIATION SECURITY MANAGEMENT, LLC AVIATION SECURITY MANAGEMENT, LLC 401(K) PLAN | DUMFRIES VA | 254 | $6.5M | $593K |
| 2 | AMPLA HEALTH AMPLA HEALTH RETIREMENT PLAN | YUBA CITY CA | 704 | $24.3M | $84K |
