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 Mutual Funds in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROSE COMPANIES EMPLOYER, LLC ROSE COMPANIES EMPLOYER 401(K) PLAN | INDEPENDENCE OH | 97 | $36.1M | $865K |
| 2 | EXOS EXOS RETIREMENT PLAN | PHOENIX AZ | 2,351 | $49.5M | $175K |
| 3 | WESTFALIA TECHNOLOGIES, INC. WESTFALIA TECHNOLOGIES, INC. SAVINGS PLAN |
YORK PA |
| 197 |
| $16.3M |
| $143K |
| 4 | MASON, BRUCE & GIRARD, INC. MASON, BRUCE & GIRARD, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | PORTLAND OR | 77 | $10.2M | $20K |
