Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Calvert Small Cap Fund-I Mutual fund in their Schedule of Assets, totaling $448K 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 | CCOF, INC. CCOF 401(K) | SANTA CRUZ CA | 187 | $13.0M | $399K |
| 2 | NORTHSTAR MEDICAL MANAGEMENT, INC. NORTHSTAR MEDICAL MANAGEMENT, INC. 401(K) PROFIT-SHARING PLAN | MISSOULA MT | 193 | $28.1M | $43K |
| 3 | WORLD RESOURCES INSTITUTE WORLD RESOURCES INSTITUTE PENSION PLAN |
WASHINGTON DC |
| 670 |
| $126.8M |
| $7K |
