Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding CALVERT US LC CORE RESP INDX I in their Schedule of Assets, totaling $6.1M 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 | A.G. VAN METRE SERVICES, INC A.G. VAN METRE SERVICES, INC. 401(K) RETIREMENT PLAN | FAIRFAX VA | 592 | $73.8M | $3.0M |
| 2 | CDP NORTH AMERICA, INC. CDP NA 401(K) PLAN | NEW YORK NY | 92 | $7.4M | $970K |
| 3 | MOORE IACOFANO GOLTSMAN, INC MIG 401(K) PLAN |
BERKELEY CA |
| 240 |
| $40.0M |
| $424K |
| 4 | FRESHPET, INC. FRESHPET, INC. 401(K) PLAN | BEDMINSTER NJ | 1,284 | $66.4M | $422K |
| 5 | SMTC CORPORATION SMTC 401(K) PLAN | MELBOURNE FL | 531 | $33.7M | $286K |
| 6 | BIOTE MEDICAL, LLC BIOTE MEDICAL 401(K) PLAN | IRVING TX | 195 | $9.0M | $240K |
| 7 | WORKATO INC. WORKATO, INC. 401(K) PLAN | PALO ALTO CA | 368 | $29.3M | $195K |
| 8 | EXELA PHARMA SCIENCES, LLC EXELA PHARMA SCIENCES, LLC 401(K) SAFE HARBOR PLAN | LENOIR NC | 433 | $15.8M | $157K |
| 9 | WOODS HOLE GROUP WOODS HOLE GROUP 401(K) PROFIT SHARING PLAN | BOURNE MA | 90 | $15.2M | $110K |
| 10 | VERMONT PUBLIC CO. VERMONT PUBLIC CO. 401(K) PLAN | COLCHESTER VT | 108 | $10.3M | $95K |
