Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Calvert U.S. Large Cap Core Respon Ind A Calvert 0 in their Schedule of Assets, totaling $2.9M 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 | ELKUS MANFREDI ARCHITECTS LTD. ELKUS MANFREDI ARCHITECTS LTD. 401(K) PLAN | BOSTON MA | 153 | $53.0M | $1.8M |
| 2 | INOAC USA, INC. INOAC USA 401(K) SAVINGS PLAN | BARDSTOWN KY | 1,145 | $89.2M | $977K |
| 3 | FREDERIK MEIJER GARDENS & SCULPTURE PARK F M G & S P 403(B) PLAN |
GRAND RAPIDS MI |
| 314 |
| $8.2M |
| $97K |
| 4 | RIDE CONNECTION, INC. RIDE CONNECTION 403(B) PLAN | PORTLAND OR | 233 | $7.3M | $86K |
| 5 | CODA, INC. CODA, INC. 401(K) PLAN | PORTLAND OR | 212 | $6.1M | $8K |
