Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Calvert Us Large Cap Core Responsible Index * Fund Class R6 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE BRIDGESPAN GROUP THE BRIDGESPAN GROUP 401(K) PLAN | BOSTON MA | 369 | $88.8M | $2.6M |
| 2 | SAILDRONE, INC. SAILDRONE, INC. 401(K) PLAN | ALAMEDA CA | 251 | $11.1M | $788K |
| 3 | UNQORK INC. UNQORK INC. 401(K) RETIREMENT PLAN | NEW YORK |
| 222 |
| $29.7M |
| $468K |
| 4 | PIVOT INTERIORS, INC. PIVOT INTERIORS, INC. SAVINGS & INVESTMENT PLAN | SANTA CLARA CA | 202 | $42.2M | $246K |
| 5 | TRADESHIFT INC. TRADESHIFT INC. 401(K) PLAN | SAN FRANCISCO CA | 51 | $6.7M | $126K |
| 6 | METRIXLAB US INC METRIXLAB US INC 401(K) PROFIT SHARING PLAN & TRUST | NORWALK CT | 289 | $24.1M | $79K |
| 7 | FIRST MILE GROUP, INC. ALLOY 401(K) PLAN | NEW YORK NY | 237 | $22.9M | $18K |
| 8 | RESIDENT HOME, LLC RESIDENT HOME, LLC 401(K) PLAN | JEFFERSONVILLE IN | 295 | $11.8M | $11K |
