Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Calvert Short Duration Income I Calvert 0 in their Schedule of Assets, totaling $1.3M 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 | CCOF, INC. CCOF 401(K) | SANTA CRUZ CA | 187 | $13.0M | $469K |
| 2 | MEA, MESSA, MEA FINANCIAL SERVICES MEA, MESSA, MEA FINANCIAL SERVICES EMPLOYEE DEFERRED COMPENSATION PLAN | EAST LANSING MI | 521 | $53.9M | $415K |
| 3 | FRIENDS COMMITTEE ON NATIONAL LEGISLATION EMPLOYEE BENEFIT PLAN OF FRIENDS COMMITTEE |
WASHINGTON DC |
| 61 |
| $8.1M |
| $358K |
| 4 | ARABELLA ADVISORS LLC ARABELLA ADVISORS LLC RETIREMENT PLAN | WASHINGTON DC | 431 | $40.0M | $55K |
| 5 | DELTECH MONOMERS OPCO LLC DELTECH SAVINGS PLAN | BATON ROUGE LA | 143 | $19.1M | $32K |
| 6 | FIRST BOOK FIRST BOOK 401(K) PLAN | WASHINGTON DC | 84 | $9.1M | $14K |
