Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Calvert Small-Cap Fund Class I in their Schedule of Assets, totaling $594K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN | MADISON WI | 206 | $110.1M | $371K |
| 2 | NEW SEASONS MARKET LLC NEW SEASONS MARKET LLC 401(K) PLAN | PORTLAND OR | 2,515 | $69.5M | $105K |
| 3 | SMARSH, INC. SMARSH 401(K) PLAN |
PORTLAND OR |
| 576 |
| $90.1M |
| $91K |
| 4 | NEW ENERGY WORKS OF ROCHESTER, INC. NEW ENERGY WORKS OF ROCHESTER, INC. 401 (K) PROFIT SHARING PLAN | FARMINGTON NY | 196 | $12.9M | $23K |
| 5 | NEW LEAF COMMUNITY MARKETS, INC. NEW LEAF COMMUNITY MARKETS AND GOOD FOOD HOLDINGS 401(K) PLAN | SANTA CRUZ CA | 560 | $17.1M | $3K |
