Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Calvert US Large-Cap Core Responsible Index-Fund R6 Mutual Fund in their Schedule of Assets, totaling $14.2M 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 | ATLASSIAN US, INC. ATLASSIAN 401(K) PLAN | SAN FRANCISCO CA | 5,032 | $750.2M | $9.3M |
| 2 | RIPPLE LABS, INC. RIPPLE LABS 401(K) PLAN | SAN FRANCISCO CA | 504 | $65.0M | $2.3M |
| 3 | WRIGHT-PIERCE WRIGHT-PIERCE EMPLOYEES SECTION 401(K) PROFIT SHARING PLAN |
TOPSHAM ME |
| 342 |
| $76.9M |
| $1.0M |
| 4 | ALTI GLOBAL HOLDINGS, LLC ALTI GLOBAL HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 236 | $52.0M | $344K |
| 5 | THE TRUSTEES OF RESERVATIONS THE TRUSTEES OF RESERVATIONS 401(K) RETIREMENT PLAN | BOSTON MA | 318 | $26.5M | $229K |
| 6 | CAYMUS VINEYARDS CAYMUS VINEYARDS 401(K) AND PROFIT SHARING PLAN | RUTHERFORD CA | 395 | $53.2M | $216K |
| 7 | TELESOFT, LLC DBA MDSL CALERO-MDSL 401(K) PLAN | PHOENIX AZ | 532 | $46.6M | $213K |
| 8 | GETAROUND, INC. GETAROUND 401(K) PLAN | OAKLAND CA | 75 | $9.2M | $164K |
| 9 | CALM.COM INC. CALM.COM, INC. 401(K) PLAN | SAN FRANCISCO CA | 290 | $29.0M | $156K |
| 10 | TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN | NEW YORK NY | 157 | $28.2M | $156K |
