Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registeres investment companies Calvert Mutual Fund Calvert US Large-Cap Core Responsible Index Fund (R6) in their Schedule of Assets, totaling $519K 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 | RNBW HOLDINGS LLC RNBW HOLDINGS 401(K) PLAN | NEW YORK NY | 446 | $29.5M | $519K |
