Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Calvert in their Schedule of Assets, totaling $50.5M 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 | PRICEWATERHOUSECOOPERS LLP SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP | TAMPA FL | 50,893 | $9.1B | $28.8M |
| 2 | EASTERN RESEARCH GROUP, INC. EASTERN RESEARCH GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN | CONCORD MA | 731 | $217.6M | $5.5M |
| 3 | PWC US GROUP LLP |
TAMPA FL |
| 5,001 |
| $1.9B |
| $4.3M |
| 4 | PRICEWATERHOUSECOOPERS LLP RETIREMENT BENEFIT ACCUMULATION PLAN FOR EMPLOYEES OF PWC LLP | TAMPA FL | 5,514 | $1.9B | $3.9M |
| 5 | SHEN MILSOM & WILKE LLC SHEN MILSOM & WILKE, LLC 401(K) PLAN | NEW YORK NY | 147 | $22.9M | $2.1M |
| 6 | KOHLBERG KRAVIS ROBERTS & CO. L.P. KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,627 | $666.2M | $1.7M |
| 7 | CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION, INC. TEACHERS FRINGE BENEFIT 403(B) PROGRAM | MIAMI FL | 314 | $56.4M | $1.1M |
| 8 | NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS NACCHO NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 287 | $22.7M | $758K |
| 9 | EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN | TUCSON AZ | 1,958 | $179.6M | $574K |
| 10 | NETCARE CORPORATION NETCARE CORPORATION TAX DEFERRED ANNUITY PLAN | COLUMBUS OH | 264 | $12.2M | $561K |
