Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Calvert Small Cap Fund I 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BUSINESS FOR SOCIAL RESPONSIBILI BSR 401(K) PLAN | SAN FRANCISCO CA | 95 | $12.7M | $646K |
| 2 | CDP NORTH AMERICA, INC. CDP NA 401(K) PLAN | NEW YORK NY | 92 | $7.4M | $172K |
| 3 | METROPOLITAN ALLIANCE OF CONNECTED COMMUNITIES MACC 403(B) RETIREMENT SAVINGS PLAN |
MINNEAPOLIS MN |
| 264 |
| $6.3M |
| $112K |
| 4 | MOORE IACOFANO GOLTSMAN, INC MIG 401(K) PLAN | BERKELEY CA | 240 | $40.0M | $91K |
| 5 | SEIU HEALTHCARE 1199NW SEIU HEALTHCARE 1199NW 401(K) PLAN | KENT WA | 122 | $14.0M | $85K |
| 6 | ENVIRONMENTAL INCENTIVES, LLC ENVIRONMENTAL INCENTIVES, LLC 401(K) PLAN | ENCINITAS CA | 109 | $11.6M | $55K |
| 7 | APHENA PHARMA SOLUTIONS HOLDINGS APHENA PHARMA SOLUTIONS 401(K) PLAN | COOKEVILLE TN | 509 | $14.1M | $53K |
| 8 | ELGRON, INC. ELGRON, INC. 401(K) PLAN | CHICAGO IL | 105 | $21.7M | $46K |
| 9 | RDS ENTERPRISES LLC DBA PORSCHE OF THE MAIN LINE RDS ENTERPRISES LLC DBA PORSCHE OF THE MAIN LINE 401(K) PLAN | NEWTOWN SQUARE PA | 189 | $11.8M | $39K |
| 10 | AIRSHIP GROUP INC. AIRSHIP GROUP INC. 401(K) PROFIT SHARING PLAN AND TRUST | PORTLAND OR | 280 | $28.4M | $21K |
