Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Calvert US Large Cap Gr Respon Ind I Calvert 0 in their Schedule of Assets, totaling $2.5M 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 | GOODVILLE MUTUAL CASUALTY COMPANY GOODVILLE MUTUAL CASUALTY COMPANY PROFIT SHARING & SAVING PLAN | NEW HOLLAND PA | 183 | $32.5M | $1.3M |
| 2 | MARTIN ENERGY GROUP SERVICES MARTIN ENERGY GROUP SERVICES 401(K) SAVINGS PLAN | TIPTON MO | 230 | $5.6M | $623K |
| 3 | SHARP SHOPPER, INC. |
EPHRATA PA |
| 360 |
| $14.9M |
| $550K |
| 4 | ARABELLA ADVISORS LLC ARABELLA ADVISORS LLC RETIREMENT PLAN | WASHINGTON DC | 431 | $40.0M | $37K |
| 5 | PHYSICIAN'S COMPUTER COMPANY PHYSICIAN'S COMPUTER COMPANY 401K PS PLAN | WINOOSKI VT | 113 | $21.7M | $3K |
