Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Small Cap Fund Class R6 Mutual Fund in their Schedule of Assets, totaling $153K 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 | CADDELL DRY DOCK AND REPAIR CO THE CADDELL DRY DOCK AND REPAIR CO., INC. 401(K) PLAN | STATEN ISLAND NY | 193 | $11.8M | $130K |
| 2 | SAILDRONE, INC. SAILDRONE, INC. 401(K) PLAN | ALAMEDA CA | 251 | $11.1M | $23K |
