Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Calvert US Large-Cap Core Responsible Index in their Schedule of Assets, totaling $3.9M 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 | HOLLIS SEUNARINE MDPA LLC HOLLIS SEUNARINE MDPA LLC 401(K) PROFIT SHARING PLAN & TRUST | HUNT VALLEY MD | 140 | $16.9M | $1.3M |
| 2 | TNTP, INC. THE NEW TEACHER PROJECT 403(B) PLAN | NEW YORK NY | 677 | $87.1M | $1.3M |
| 3 | DYNATRACE LLC DYNATRACE INC 401(K) PLAN |
WALTHAM MA |
| 1,610 |
| $252.1M |
| $1.2M |
| 4 | CUTTERS, INC. CUTTERS, INC. PROFIT SHARING AND 401(K) PLAN | CHICAGO IL | 100 | $23.7M | $120K |
| 5 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY DEFINED CONTRIBUTION RETIREMENT PLAN | PRINCETON NJ | 213 | $90.4M | $52K |
| 6 | EONE MEDICAL, PLLC D/B/A MOBILITY BONE & JOINT INSTITUTE MOBILITY BONE & JOINT INSTITUTE 401(K) PLAN | SALEM NH | 94 | $15.5M | $28K |
| 7 | LASSUS BROS. OIL, INC. LASSUS BROS. OIL, INC. 401(K) PROFIT SHARING PLAN | FORT WAYNE IN | 366 | $7.7M | $12K |
| 8 | GRANITE CITY ELECTRIC SUPPLY CO. GRANITE CITY ELECTRIC SUPPLY PROFIT SHARING 401(K) PLAN | QUINCY MA | 448 | $42.9M | $11K |
