Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CalvertUSLargeCapCoreRespIdxR6 in their Schedule of Assets, totaling $15.2M 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 | COLLEGE BOARD COLLEGE ENTRANCE EXAMINATION BOARD TAX-DEFERRED ANNUITY PLAN | NEW YORK NY | 1,979 | $549.1M | $15.1M |
| 2 | COLLEGE BOARD COLLEGE ENTRANCE EXAMINATION BOARD RETIREMENT PLAN FOR PUERTO RICO EMPLOYEES | NEW YORK NY | 86 | $14.8M | $127K |
| 3 | MILLBROOK SCHOOL |
MILLBROOK NY |
| 148 |
| $33.7M |
| $1K |