Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Calvert US Large Cap Core Responsible Index I in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BURKE REHABILITATION HOSPITAL BURKE REHABILITATION HOSPITAL 403(B) PLAN | WHITE PLAINS NY | 1,393 | $62.3M | $1.0M |
| 2 | ACADEMY OF NUTRITION AND DIETETICS ACADEMY OF NUTRITION AND DIETETICS RETIREMENT PLAN | CHICAGO IL | 130 | $28.6M | $914K |
| 3 | SEATTLE PACIFIC UNIVERSITY |
SEATTLE WA |
| 308 |
| $11.9M |
| $15K |
| 4 | UNIVERSITY OF INDIANAPOLIS EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS | INDIANAPOLIS IN | 324 | $3.7M | $11K |
| 5 | SARAH LAWRENCE COLLEGE EMERITI RETIREE HEALTH PLAN FOR SARAH LAWRENCE COLLEGE | BRONXVILLE NY | 270 | $4.1M | $8K |
| 6 | GORDON COLLEGE EMERITI RETIREE HEALTH PLAN FOR GORDON COLLEGE | WENHAM MA | 112 | $1.7M | $5K |
| 7 | TIFFIN UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR TIFFIN UNIVERSITY | TIFFIN OH | 120 | $1.7M | $4K |
| 8 | GREENSLATE LLC GREENSLATE LLC 401(K) PLAN | DELHI NY | 162 | $8.8M | $4K |
| 9 | BAYLOR COLLEGE OF MEDICINE BAYLOR COLLEGE OF MEDICINE'S RETIREMENT HEALTHCARE SAVINGS PLAN | HOUSTON TX | 5,857 | $75.7M | $3K |
