Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Calvert US Lc Cr Rsp Idx R6 Fd 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 | RODGERS CONSULTING, INC RODGERS CONSULTING, INC. 401(K) PROFIT SHARING PLAN | GERMANTOWN MD | 106 | $27.6M | $1.7M |
| 2 | UNITY BANK UNITY BANK GROUP RETIREMENT PLAN | AUGUSTA WI | 135 | $8.3M | $472K |
| 3 | MED-METRIX LLC MED-METRIX 401K PLAN |
| 2,088 |
| $74.9M |
| $112K |
| 4 | OST, INC. OST, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 423 | $36.5M | $102K |
| 5 | STODDARD BAPTIST NURSING HOME STODDARD BAPTIST NURSING HOME 401(K) PLAN | WASHINGTON DC | 478 | $4.9M | $57K |
| 6 | SAN LUIS VALLEY HEALTH SAN LUIS VALLEY HEALTH 403(B) PLAN | ALAMOSA CO | 783 | $36.8M | $55K |
| 7 | SAN LUIS VALLEY HEALTH SAN LUIS VALLEY HEALTH MONEY PURCHASE PLAN | ALAMOSA CO | 649 | $18.3M | $13K |
