Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Calvert US Large Cap Core Responsible Index I Mutual Fund in their Schedule of Assets, totaling $5.7M 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 | CASEY FAMILY PROGRAMS CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST | SEATTLE WA | 330 | $103.9M | $3.2M |
| 2 | CASEY FAMILY PROGRAMS CASEY FAMILY PROGRAMS 403(B) PLAN | SEATTLE WA | 394 | $63.0M | $2.2M |
| 3 | SWEET STREET DESSERTS, INC. |
READING PA |
| 484 |
| $33.4M |
| $334K |
