Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Calvert Small-Cap Fund Mutual Fund in their Schedule of Assets, totaling $535K 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 | SHAKER AUTO GROUP INC. SHAKER AUTO GROUP INC 401(K) PROFIT SHARING PLAN | WATERTOWN CT | 350 | $8.1M | $311K |
| 2 | EMBURSE, INC. EMBURSE 401(K) PLAN | DALLAS TX | 415 | $48.3M | $74K |
| 3 | TANGER PROPERTIES LIMITED PARTNERSHIP TANGER INC. 401(K) SAVINGS PLAN |
GREENSBORO NC |
| 438 |
| $39.6M |
| $59K |
| 4 | BURO HAPPOLD CONSULTING ENGINEERS, INC. BURO HAPPOLD RETIREMENT PLAN | NEW YORK NY | 406 | $51.6M | $36K |
| 5 | FARALLON CONSULTING, LLC FARALLON CONSULTING, LLC 401(K) PLAN | BELLEVUE WA | 92 | $19.0M | $33K |
| 6 | HANWHA Q CELLS AMERICA HANWHA Q CELLS AMERICA 401(K) PLAN | IRVINE CA | 279 | $11.9M | $20K |
| 7 | CHEMUNG CANAL TRUST COMPANY CHEMUNG CANAL TRUST COMPANY PROFIT SHARING SAVINGS & INVESTMENT PLAN | ELMIRA NY | 342 | $64.3M | $2K |
