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 I Calvert 0 in their Schedule of Assets, totaling $205K 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 | VERMONT ENERGY INVESTMENT CORP. VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN | WASHINGTON DC | 389 | $61.9M | $78K |
| 2 | SHARP SHOPPER, INC. THE SHARP SHOPPER, INC PROFIT SHARING & 401(K) PLAN | EPHRATA PA | 360 | $14.9M | $77K |
| 3 | RIDE CONNECTION, INC. |
PORTLAND OR |
| 233 |
| $7.3M |
| $26K |
| 4 | MAPLE CITY HEALTH CARE CENTER, INC. MAPLE CITY HEALTH CARE CENTER, INC. 401(K) PLAN | GOSHEN IN | 151 | $8.0M | $13K |
| 5 | FIRST BOOK FIRST BOOK 401(K) PLAN | WASHINGTON DC | 84 | $9.1M | $11K |
