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 Responsible Index Fund Mutual Fund in their Schedule of Assets, totaling $49.8M 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 | WORKDAY, INC. WORKDAY, INC. 401(K) PLAN | PLEASANTON CA | 12,750 | $2.6B | $48.2M |
| 2 | LOS ANGELES REGIONAL FOOD BANK LOS ANGELES REGIONAL FOOD BANK 403(B) PLAN | LOS ANGELES CA | 234 | $8.3M | $925K |
| 3 | ZONES, LLC ZONES, LLC 401(K) PLAN |
| 1,116 |
| $109.1M |
| $549K |
| 4 | FANDOM, INC. FANDOM, INC. 401(K) PROFIT SHARING PLAN TRUST | SAN FRANCISCO CA | 215 | $28.0M | $92K |
| 5 | GLENSTONE FOUNDATION GLENSTONE FOUNDATION 401(K) PLAN | POTOMAC MD | 148 | $7.8M | $19K |
