Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Calvert US Mid Cap Core Responsible Index Fund Class I in their Schedule of Assets, totaling $195K 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 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $146K |
| 2 | KI BOIS COMMUNITY ACTION FOUND 403(B) THRIFT PLAN FOR EMPLOYEES OF KI BOIS COMMUNITY ACTION FOUNDATION, INC. | STIGLER OK | 329 | $19.5M | $10K |
| 3 | CLIFFORD W. BEERS GUIDANCE CLINIC, INC. |
NEW HAVEN CT |
| 242 |
| $7.5M |
| $6K |
| 4 | WAVERLY HEIGHTS, LTD. TAX DEFERRED ANNUITY PLAN OF WAVERLY HEIGHTS, LTD. | GLADWYNE PA | 286 | $6.7M | $5K |
| 5 | FCP, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FCP, INC. | LAWRENCE MA | 192 | $4.7M | $5K |
| 6 | BOONE TRANSPORTATION, INC. BOONE TRANSPORTATION, INC. RETIREMENT PLAN | ANTHONY NM | 126 | $4.5M | $5K |
| 7 | THE CHILDRENS CENTER OF HAMDEN, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE CHILDREN'S CENTER OF HAMDEN, INC. | HAMDEN CT | 173 | $5.4M | $4K |
| 8 | BRIDGING ACCESS TO CARE, INC. BRIDGING ACCESS TO CARE, INC. 403(B) PLAN | BROOKLYN NY | 107 | $3.9M | $4K |
| 9 | TIPALTI, INC. TIPALTI 401(K) PLAN | FOSTER CITY CA | 267 | $20.5M | $3K |
| 10 | LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) THRIFT PLAN FOR EMPLOYEES OF LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA | ORANGE CA | 233 | $2.9M | $3K |
