Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Calvert Small-Cap I " in their Schedule of Assets, totaling $244K 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 | AMY'S KITCHEN, INC. AMY'S KITCHEN, INC. 401(K) RETIREMENT PLAN | PETALUMA CA | 2,037 | $158.8M | $99K |
| 2 | BEACON PROMOTIONS BEACON PROMOTIONS 401(K) PLAN | NEW ULM MN | 134 | $4.6M | $73K |
| 3 | ZERO MOTORCYCLES ZERO MOTORCYCLES, INC. 401(K) PLAN |
SCOTTS VALLEY CA |
| 205 |
| $21.1M |
| $55K |
| 4 | ISAACSON MILLER ISAACSON RETIREMENT PLAN | BOSTON MA | 242 | $48.4M | $12K |
| 5 | WILBRAHAM AND MONSON ACADEMY WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | WILBRAHAM MA | 127 | $30.4M | $6K |
