Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Calvert US Large Cap Core Responsible Index Fund Class I Registered investment company in their Schedule of Assets, totaling $157K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHIFAMED, LLC SHIFAMED LLC 401(K) PROFIT SHARING PLAN | CAMPBELL CA | 371 | $20.7M | $139K |
| 2 | WILD ROOTS MARKET INC WILD ROOTS MARKET INC 401(K) PROFIT SHARING PLAN & TRUST | BOULDER CREEK CA | 76 | $1.3M | $9K |
| 3 | OLUWATOYIN AJAYI MEDICAL PRACTICE, PC OLUWATOYIN AJAYI MEDICAL PRACTICE, PC 401(K) PLAN |
BROOKLYN NY |
| 702 |
| $7.2M |
| $9K |
