Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding CALVERT US LRGCAPCO RESP IDX I AT Registered Investment Company # in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRUSTEES OF COLUMBIA UNIVERSITY C/O BENEFITS DEPARTMENT COLUMBIA UNIVERSITY DEFINED CONTRIBUTION PLAN FOR SUPPORTING STAFF | NEW YORK NY | 1,199 | $177.3M | $1.7M |
| 2 | TRUSTEES OF COLUMBIA UNIVERSITY C/O BENEFITS DEPARTMENT COLUMBIA UNIVERSITY DEFINED CONTRIBUTION PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS | NEW YORK NY | 1,106 | $116.5M | $840K |
