Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Calvert US Large-Cap Core Responsible Index Fund; Class R6 in their Schedule of Assets, totaling $45.9M 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 | WPP GROUP USA, INC. THE SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 19,575 | $4.7B | $45.1M |
| 2 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $453K |
| 3 | KICKSTARTER, PBC KICKSTARTER, PBC 401(K) PLAN |
NEW YORK NY |
| 98 |
| $12.6M |
| $150K |
| 4 | IGM BIOSCIENCES, INC. IGM BIOSCIENCES, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 149 | $19.9M | $84K |
| 5 | OAK ORCHARD COMMUNITY HEALTH CENTER, INC. OAK ORCHARD COMMUNITY HEALTH CENTER, INC. 403(B) PLAN | BROCKPORT NY | 253 | $5.5M | $65K |
| 6 | KI BOIS COMMUNITY ACTION FOUND 403(B) THRIFT PLAN FOR EMPLOYEES OF KI BOIS COMMUNITY ACTION FOUNDATION, INC. | STIGLER OK | 329 | $19.5M | $11K |
| 7 | CLIFFORD W. BEERS GUIDANCE CLINIC, INC. 403(B) THRIFT PLAN OF CLIFFORD W. BEERS GUIDANCE CLINIC, INC. | NEW HAVEN CT | 242 | $7.5M | $6K |
| 8 | FCP, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FCP, INC. | LAWRENCE MA | 192 | $4.7M | $5K |
| 9 | BOONE TRANSPORTATION, INC. BOONE TRANSPORTATION, INC. RETIREMENT PLAN | ANTHONY NM | 126 | $4.5M | $5K |
| 10 | THE CHILDRENS CENTER OF HAMDEN, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE CHILDREN'S CENTER OF HAMDEN, INC. | HAMDEN CT | 173 | $5.4M | $5K |
