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 Fund in their Schedule of Assets, totaling $10K 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 | 14 & V INC STONE SOUP COOPERATIVE GROUP PLAN | WASHINGTON DC | 229 | $1.2M | $7K |
| 2 | SKYSPECS, INC. SKYSPECS 401(K) PLAN | ANN ARBOR MI | 148 | $7.3M | $2K |
| 3 | SENSIBA LLP SENSIBA LLP 401(K) PLAN & TRUST | SAN RAMON CA |
| 387 |
| $47.6M |
| $1K |
