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 Mutual Fund in their Schedule of Assets, totaling $4.3M 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 | RIVERSIDE RESEARCH INSTITUTE RIVERSIDE RESEARCH INSTITUTE TAX-SHELTERED RETIREMENT INCOME PLAN | ARLINGTON VA | 747 | $105.6M | $1.6M |
| 2 | ANCHOR QEA, INC. ANCHOR QEA 401(K) PLAN | SEATTLE WA | 525 | $110.0M | $958K |
| 3 | RIVERSIDE RESEARCH INSTITUTE RIVERSIDE RESEARCH INSTITUTE NON-CONTRIBUTORY RETIREMENT INCOME PLAN |
FAIRFAX VA |
| 745 |
| $97.8M |
| $934K |
| 4 | CARGURUS, INC. CARGURUS, INC. 401(K) PROFIT SHARING PLAN | CAMBRIDGE MA | 1,053 | $138.4M | $772K |
| 5 | SCHOOLS FOR CHILDREN, INC. SCHOOLS FOR CHILDREN, INC. 403(B) RETIREMENT PLAN | WINCHESTER MA | 170 | $23.8M | $12K |
