Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Calvert Small-Cap R6 Mutual fund in their Schedule of Assets, totaling $388K 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 | KEYSTONE HUMAN SERVICES KEYSTONE HUMAN SERVICES 401(K) RETIREMENT PLAN | HARRISBURG PA | 2,640 | $59.5M | $330K |
| 2 | FIRSTLIGHT POWER SERVICES, LLC FIRSTLIGHT POWER 401(K) PLAN | BURLINGTON MA | 138 | $46.3M | $47K |
| 3 | SPIRE HOSPITALITY, LLC SPIRE HOSPITALITY, LLC 401(K) PLAN |
IRVING TX |
| 1,905 |
| $22.0M |
| $10K |
| 4 | MCLARTY AUTOMOTIVE GROUP, LLC 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MCLARTY AUTOMOTIVE GROUP, LLC | LITTLE ROCK AR | 1,907 | $67.6M | $1K |