Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Calvert Short Duration Income Fund Mutual funds in their Schedule of Assets, totaling $24K 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 | GUTHRIE MAINSTREAM SERVICES LLC GMS 401(K) PLAN | MESA AZ | 217 | $1.7M | $24K |