Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Small Cap I Fund in their Schedule of Assets, totaling $345K 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 | UNITY BANK UNITY BANK GROUP RETIREMENT PLAN | AUGUSTA WI | 135 | $8.3M | $313K |
| 2 | MAASS CORPORATION SPC OLIVER'S MARKET 401(K) PROFIT SHARING PLAN | SANTA ROSA CA | 662 | $31.2M | $32K |