Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Calvert US Mid-Cap Core Responsible Index Mutual fund 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 | HENDERSON COMPANIES, INC HENDERSON COMPANIES, INC. 401(K)PLAN & TRUST | LENEXA KS | 953 | $202.0M | $2.1M |
| 2 | BNIM ARCHITECTS INC. BNIM ARCHITECTS INC. PROFIT SHARING PLAN | KANSAS CITY MO | 75 | $17.2M | $419K |
| 3 | BAMBEE, INC. FORUS 401(K) |
LOS ANGELES CA |
| 26 |
| $2.8M |
| $3K |
| 4 | FIRST PLACE FOR YOUTH FIRST PLACE FOR YOUTH 401(K) PLAN | OAKLAND CA | 138 | $5.4M | $1K |