Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Calvert US Large Cap Core Resp Ind R6 Calvert 0 in their Schedule of Assets, totaling $3.6M 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 | BAYVIEW ASSET MANAGEMENT LLC BAYVIEW ASSET MANAGEMENT LLC 401(K) PLAN | CORAL GABLES FL | 1,638 | $230.0M | $818K |
| 2 | WAVE LIFE SCIENCES USA, INC. WAVE LIFE SCIENCES USA, INC. 401(K) PLAN | CAMBRIDGE MA | 273 | $41.2M | $614K |
| 3 | STACH & LIU, LLC STACH & LIU, LLC. 401(K) PLAN |
PHOENIX AZ |
| 234 |
| $29.7M |
| $510K |
| 4 | SWYFFT HOLDINGS LLC SWYFFT HOLDINGS LLC 401(K) PLAN | MORRISTOWN NJ | 195 | $11.1M | $501K |
| 5 | KATE FARMS, INC. KATE FARMS 401(K) PROFIT SHARING PLAN AND TRUST | WALTHAM MA | 229 | $14.1M | $404K |
| 6 | COX ENGINEERING COMPANY COX ENGINEERING COMPANY 401(K) PLAN AND TRUST | RANDOLPH MA | 126 | $29.0M | $321K |
| 7 | LANDVEST, INC. LANDVEST, INC. 401(K) PLAN | CONCORD NH | 123 | $19.0M | $114K |
| 8 | SOUNDEXCHANGE, INC. SOUNDEXCHANGE, INC. 401(K) PLAN | WASHINGTON DC | 214 | $32.6M | $107K |
| 9 | KSS IMMERSION SCHOOL, INC. KSS INC. 401(K) PLAN | OAKLAND CA | 205 | $5.7M | $40K |
| 10 | ZIGNAL LABS, INC. ZIGNAL LABS 401(K) PLAN | SAN FRANCISCO CA | 61 | $4.5M | $39K |
