Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert US Large Cap Value Fund Mutual Fund in their Schedule of Assets, totaling $249K 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 | VELO-PAYMENTS INC. VELO-PAYMENTS 401(K) PLAN | LARKSPUR CA | 32 | $14.3M | $125K |
| 2 | YAPSTONE HOLDINGS, INC. YAPSTONE 401(K) PLAN | WALNUT CREEK CA | 25 | $15.5M | $124K |
