Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Social Index I " in their Schedule of Assets, totaling $358K 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 | NONPROFIT ASSOCIATION OF THE MIDLAN DS NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN | OMAHA NE | 3,544 | $54.8M | $272K |
| 2 | INFINITY COMMUNICATIONS, LLC INFINITY COMMUNICATIONS 401(K) PLAN | DURHAM NC | 112 | $4.3M | $86K |
