Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Calvert Small-Cap Fund Class R6 in their Schedule of Assets, totaling $318K 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 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $210K |
| 2 | JEWISH COMMUNITY SERVICES JEWISH COMMUNITY SERVICES 401(K) PLAN | MIAMI FL | 685 | $5.0M | $38K |
| 3 | AMERICANTCS FIDUCIARY SERVICES, LLC |
PITTSBURGH PA |
| 1,418 |
| $73.2M |
| $26K |
| 4 | HANCOCK-HARDIN-WYANDOT-PUTNAM COMMUNITY ACTION COMMISSION HHWP 403(B) RETIREMENT PLAN | FINDLAY OH | 163 | $3.5M | $20K |
| 5 | COALITION ON HOMELESSNESS COALITION ON HOMELESSNESS AND HOUSING IN OHIO 403(B) PLAN | COLUMBUS OH | 637 | $10.4M | $6K |
| 6 | KI BOIS COMMUNITY ACTION FOUND 403(B) THRIFT PLAN FOR EMPLOYEES OF KI BOIS COMMUNITY ACTION FOUNDATION, INC. | STIGLER OK | 329 | $19.5M | $5K |
| 7 | CLIFFORD W. BEERS GUIDANCE CLINIC, INC. 403(B) THRIFT PLAN OF CLIFFORD W. BEERS GUIDANCE CLINIC, INC. | NEW HAVEN CT | 242 | $7.5M | $3K |
| 8 | FCP, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FCP, INC. | LAWRENCE MA | 192 | $4.7M | $2K |
| 9 | BOONE TRANSPORTATION, INC. BOONE TRANSPORTATION, INC. RETIREMENT PLAN | ANTHONY NM | 126 | $4.5M | $2K |
| 10 | THE CHILDRENS CENTER OF HAMDEN, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE CHILDREN'S CENTER OF HAMDEN, INC. | HAMDEN CT | 173 | $5.4M | $2K |
