Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Calvert Us Large Cap Core Responsible Index Fund Mutual Fund in their Schedule of Assets, totaling $32.7M 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 | STRIPE, INC. STRIPE, INC. 401K PLAN | SOUTH SAN FRANCISCO CA | 5,154 | $718.1M | $8.0M |
| 2 | PATH PATH PROFIT SHARING 401(K) INCENTIVE PLAN | SEATTLE WA | 532 | $300.8M | $6.6M |
| 3 | MODERNATX, INC. MODERNATX, INC. 401(K) PLAN | CAMBRIDGE MA |
| 4,822 |
| $501.7M |
| $4.6M |
| 4 | HARGROVE AND ASSOCIATES, INC. HARGROVE 401(K) PLAN AND TRUST | MOBILE AL | 2,473 | $250.9M | $2.2M |
| 5 | LAIRD NORTON WETHERBY TRUST COMPANY, LLC LNW RETIREMENT PLAN | SEATTLE WA | 191 | $57.7M | $2.1M |
| 6 | FRANCHISE GROUP, INC. FRANCHISE GROUP, INC. 401(K) PLAN | DELAWARE OH | 13,300 | $149.3M | $1.7M |
| 7 | WISK AERO LLC WISK AERO LLC 401K PLAN | MOUNTAIN VIEW CA | 524 | $81.5M | $1.6M |
| 8 | UDEMY INC. UDEMY INC. RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 791 | $98.5M | $1.1M |
| 9 | ACCORDION PARTNERS, LLC ACCORDION PARTNERS 401(K) PLAN | NEW YORK NY | 509 | $48.5M | $682K |
| 10 | DECIPHERA PHARMACEUTICALS, LLC DECIPHERA 401(K) PLAN | WALTHAM MA | 332 | $57.0M | $654K |
