Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Calvert US Large Cap Core Rspnb Idx I in their Schedule of Assets, totaling $1.3M 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 | OPTIMUS HEALTH CARE, INC. SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC. | BRIDGEPORT CT | 356 | $28.6M | $706K |
| 2 | WESTMINSTER MANAGEMENT, LLC WESTMINSTER MANAGEMENT RETIREMENT INCENTIVE & SAVINGS PLAN | NEW YORK NY | 574 | $23.5M | $253K |
| 3 | CONSOLIDATED CATHOLIC ADMINIST |
ROSWELL GA |
| 508 |
| $29.5M |
| $172K |
| 4 | THE LIBERTY COMPANY INSURANCE BROKERS, INC. THE LIBERTY COMPANY 401(K) PLAN | WOODLAND HILLS CA | 767 | $29.9M | $138K |
| 5 | EHARMONY, INC. EHARMONY, INC. 401(K) PLAN | LOS ANGELES CA | 27 | $19.5M | $31K |
| 6 | INSTRUMENT LLC INSTRUMENT LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 0 | $17.0M | $23K |