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 (I) in their Schedule of Assets, totaling $5.0M 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 | WOODARD & CURRAN, INC. WOODARD & CURRAN, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 1,358 | $259.0M | $2.6M |
| 2 | ORGANICALLY GROWN COMPANY, INC. ORGANICALLY GROWN COMPANY 401(K) PLAN | EUGENE OR | 277 | $21.8M | $2.0M |
| 3 | ATLANTIC GENERAL HOSPITAL CORP |
BERLIN MD |
| 853 |
| $72.3M |
| $259K |
| 4 | TIPALTI, INC. TIPALTI 401(K) PLAN | FOSTER CITY CA | 267 | $20.5M | $25K |
