Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Calvert Us Large Cap Core Rspnb Idx R6 in their Schedule of Assets, totaling $4.8M 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 | 194529-01 CLEARESULT CONSULTING INC. CLEARESULT 401(K) PLAN | AUSTIN TX | 2,430 | $180.1M | $2.6M |
| 2 | FGS GLOBAL INC. FGS GLOBAL SAVINGS & INVESTMENT PLAN | WASHINGTON DC | 703 | $160.0M | $1.3M |
| 3 | STAND FOR CHILDREN LEADERSHIP CENTER STAND FOR CHILDREN 401(K) PLAN |
PORTLAND OR |
| 123 |
| $12.2M |
| $554K |
| 4 | MAKE-A-WISH FOUNDATION MAKE-A-WISH FOUNDATION OF AMERICA 401(K) SAVINGS PLAN | PHOENIX AZ | 236 | $22.6M | $159K |
| 5 | PAXOS TRUST COMPANY LLC PAXOS 401(K) PLAN | NEW YORK NY | 176 | $13.8M | $59K |
| 6 | TREE HOUSE BREWING COMPANY, IN TREE HOUSE BREWING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHARLTON MA | 472 | $6.7M | $42K |
| 7 | SEMCAC SEMCAC 401K PROFIT SHARING PLAN | RUSHFORD MN | 267 | $4.9M | $36K |
| 8 | MK LEVEL PLAYING FIELD INSTITUTE LPFI 401(K) PLAN | OAKLAND CA | 14 | $1.9M | $34K |
| 9 | TWINING, INC. TWINING RETIREMENT SAVINGS PLAN | LONG BEACH CA | 167 | $16.7M | $10K |
| 10 | PALADIN, INC. PALADIN, INC. 403(B) PLAN | MICHIGAN CITY IN | 369 | $499K | $9 |
