Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Calvert Us Large Cap Core Rspnb Idx R6 Mutual fund in their Schedule of Assets, totaling $7.1M 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 | T & M ASSOCIATES T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE PLAN | MIDDLETOWN NJ | 378 | $103.0M | $2.4M |
| 2 | HIGH POINT NETWORKS, LLC HIGH POINT NETWORKS, LLC 401(K) & PROFIT SHARING PLAN | WEST FARGO ND | 182 | $20.8M | $1.6M |
| 3 | ZIMMER GUNSUL FRASCA ARCHITECTS LLP |
PORTLAND OR |
| 647 |
| $151.2M |
| $1.5M |
| 4 | CDI CORPORATION CDI CORPORATION 401(K) SAVINGS PLAN | HOUSTON TX | 609 | $239.1M | $556K |
| 5 | CHAN ZUCKERBERG INITIATIVE, LLC CHAN ZUCKERBERG INITIATIVE, LLC RETIREMENT PLAN | REDWOOD CITY CA | 524 | $167.4M | $418K |
| 6 | PORTFOLIO MEDIA, INC. PORTFOLIO MEDIA, INC. 401(K) P/S PLAN | NEW YORK NY | 313 | $25.2M | $317K |
| 7 | HONOR TECHNOLOGY, INC. HONOR TECHNOLOGY, INC. 401(K) PLAN | SAN MATEO CA | 2,098 | $38.1M | $172K |
| 8 | BURNING MAN PROJECT BURNING MAN PROJECT 401(K) PLAN | SAN FRANCISCO CA | 165 | $16.5M | $70K |
| 9 | MCLARTY AUTOMOTIVE GROUP, LLC 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MCLARTY AUTOMOTIVE GROUP, LLC | LITTLE ROCK AR | 1,907 | $67.6M | $62K |
| 10 | NEW MOUNTAIN CAPITAL, LLC NEW MOUNTAIN CAPITAL, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 240 | $72.2M | $38K |
