Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Calvert US Large Cap Core Responsible Index Fund Class I in their Schedule of Assets, totaling $2.6M 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 | APPLIED RESEARCH SOLUTIONS, INC. APPLIED RESEARCH SOLUTIONS, INC. 401(K) PLAN | ARLINGTON VA | 836 | $55.9M | $1.6M |
| 2 | OPENAI OPCO,LLC OPENAI 401(K) PLAN | SAN FRANCISCO CA | 2,063 | $112.8M | $573K |
| 3 | ERGONOMIC GROUP, INC. THE ERGONOMIC GROUP, INC. 401(K) PLAN |
JERICHO NY |
| 116 |
| $17.6M |
| $414K |
| 4 | UNITED HELPERS, INC. UNITED HELPERS 401(K) RETIREMENT PLAN | OGDENSBURG NY | 478 | $9.0M | $5K |
