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 I Mutual fund in their Schedule of Assets, totaling $820K 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 | CCOF, INC. CCOF 401(K) | SANTA CRUZ CA | 187 | $13.0M | $469K |
| 2 | HUGHESLEAHYKARLOVIC, INC. HUGHESLEAHYKARLOVIC, INC. 401(K) PLAN | ST. LOUIS MO | 121 | $20.5M | $347K |
| 3 | MAINVUE HOMES, LLC MAINVUE HOMES, LLC 401(K) PLAN | KIRKLAND WA |
| 95 |
| $5.6M |
| $4K |
