Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CALVERT US LC VAL IDX I in their Schedule of Assets, totaling $231K 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 | CDP NORTH AMERICA, INC. CDP NA 401(K) PLAN | NEW YORK NY | 92 | $7.4M | $151K |
| 2 | REDFISH LABS, INC. REDFISH LABS 401(K) PLAN | SAN FRANCISCO CA | 61 | $6.4M | $70K |
| 3 | TODAYTIX, INC. TODAYTIX, INC. RETIREMENT TRUST | NEW YORK NY |
| 89 |
| $12.2M |
| $11K |
