Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Calvert U.S. Large Cap Core Responsible Index Fund Mutual Fund NR in their Schedule of Assets, totaling $2.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MHM SERVICES, INC. CENTURION 401(K) SAVINGS PLAN | VIENNA VA | 8,779 | $188.9M | $2.7M |
| 2 | PHASE2 TECHNOLOGY, LLC PHASE2 TECHNOLOGY LLC 401(K) PROFIT SHARING PLAN AND TRUST | ARLINGTON VA | 129 | $21.1M | $127K |
| 3 | PRESCIENT EDGE CORPORATION PRESCIENT EDGE CORPORATION 401(K) PLAN |
MCLEAN VA |
| 368 |
| $11.5M |
| $12K |
