CALVERT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
35
Active participants
11,168
Total plan assets
$783.1M
Filings (rows)
38
Direct comp
$23K
Indirect comp
$0
Aggregating 6 name variants under "CALVERT"
SERVICES PROVIDED
Other35
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| CALVERT EQUITY A | 25 |
| CALVERT BOND A | 6 |
| PCS | 3 |
| CLVRT INTL RSP INDX R6 | 2 |
| CALVERT | 2 |
| CALVERT SMALL CAP A | 2 |
| VP SRI BALANCED | 1 |
| MUTUAL OF AMERICA | 1 |
Top plans served
Showing top 38 of 35 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| DESERT SANDS PUBLIC CHARTER, INC. LEARN4LIFE 403(B) PLAN | LANCASTER, CA | Other INVESTMENT PROVIDER | 2,034 | $123.8M | $0 |
| DESERT SANDS PUBLIC CHARTER, INC. LEARN4LIFE 403(B) PLAN | LANCASTER, CA | Other INVESTMENT PROVIDER | 1,893 | $94.7M | $0 |
| SPENCER SAVINGS BANK, SLA SPENCER SAVINGS BANK, SLA EMPLOYEES' PENSION PLAN | ELMWOOD PARK, NJ | Other INVESTMENT PROVIDER | 96 | $68.6M | $0 |
| ADVANCED SOLUTIONS INTERNATIONAL, INC. ADVANCED SOLUTIONS INTERNATIONAL, INC. 401(K) RETIREMENT PLAN | AUSTIN, TX | Other NONE | 184 | $39.7M | $0 |
| ROSE COMPANIES EMPLOYER, LLC ROSE COMPANIES EMPLOYER 401(K) PLAN | INDEPENDENCE, OH | Other NONE | 401 | $36.9M | $0 |
| ROSE COMPANIES EMPLOYER, LLC ROSE COMPANIES EMPLOYER 401(K) PLAN | INDEPENDENCE, OH | Other NONE | 97 | $36.1M | $0 |
| ENDEAVOR BUSINESS MEDIA, INC. ENDEAVOR BUSINESS MEDIA, INC. 401(K) PLAN | NASHVILLE, TN | Other NONE | 669 | $35.3M | $0 |
| ADVANCED SOLUTIONS INTERNATIONAL INC. ADVANCED SOLUTIONS INTERNATIONAL INC. 401(K) RETIREMENT PLAN | AUSTIN, TX | Other NONE | 181 | $34.8M | $0 |
| HANNON ARMSTRONG CAPITAL LLC HANNON ARMSTRONG CAPITAL LLC 401K PLAN | ANNAPOLIS, MD | Other NONE | 158 | $34.5M | $0 |
| ENDEAVOR BUSINESS MEDIA, INC. ENDEAVOR BUSINESS MEDIA, INC. 401(K) PLAN | NASHVILLE, TN | Other NONE | 690 | $32.2M | $0 |
| ROSE COMPANIES EMPLOYER, LLC ROSE COMPANIES EMPLOYER 401(K) PLAN | INDEPENDENCE, OH | Other NONE | 461 | $31.1M | $0 |
| ADVANCED SOLUTIONS INTERNATIONAL INC. ADVANCED SOLUTIONS INTERNATIONAL INC. 401(K) RETIREMENT PLAN | AUSTIN, TX | Other NONE | 168 | $29.7M | $0 |
| HANNON ARMSTRONG CAPITAL LLC HANNON ARMSTRONG CAPITAL LLC 401K PLAN | ANNAPOLIS, MD | Other NONE | 142 | $28.3M | $0 |
| ENDEAVOR BUSINESS MEDIA, INC. ENDEAVOR BUSINESS MEDIA, INC. 401(K) PLAN | NASHVILLE, TN | Other NONE | 690 | $23.3M | $0 |
| NEW ENGLAND SINAI HOSPITAL, A STEWARD FAMILY HOSPITAL, INC. NEW ENGLAND SINAI HOSPITAL PENSION PLAN | DALLAS, TX | Other INVESTMENT PROVIDER | 78 | $17.3M | $0 |
| RAINFOREST ALLIANCE INC RAINFOREST ALLIANCE 403(B) RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other INVESTMENT PROVIDER | 136 | $13.6M | — |
| RAINFOREST ALLIANCE INC RAINFOREST ALLIANCE 403(B) RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other INVESTMENT PROVIDER | 136 | $13.6M | — |
| VERA INSTITUTE OF JUSTICE, INC. VERA INSTITUTE OF JUSTICE TAX SHELTERED ANNUITY PLAN | BROOKLYN, NY | Other INVESTMENT PROVIDER | 290 | $13.1M | $0 |
| VERA INSTITUTE OF JUSTICE, INC. VERA INSTITUTE OF JUSTICE TAX SHELTERED ANNUITY PLAN | BROOKLYN, NY | Other INVESTMENT PROVIDER | 290 | $13.1M | $0 |
| PENNON ORGANIZATION PENNON ORGANIZATION 401(K) RETIREMENT PLAN | HARRISBURG, PA | Other NONE | 71 | $12.4M | $0 |
| WHEELER TRUCKING, INC. WHEELER TRUCKING, INC. 401(K) PLAN | FLUSHING, MI | Other NONE | 368 | $9.0M | $0 |
| HYPERLOOP TECHNOLOGIES, INC. RETIREMENT TRUST HYPERLOOP TECHNOLOGIES, INC. RETIREMENT TRUST | LOS ANGELES, CA | Other NONE | 94 | $8.0M | $0 |
| HYPERLOOP TECHNOLOGIES, INC. RETIREMENT TRUST HYPERLOOP TECHNOLOGIES, INC. RETIREMENT TRUST | LOS ANGELES, CA | Other NONE | 1 | $8.0M | $0 |
| LIONEL, LLC LIONEL, LLC RETIREMENT AND SAVINGS PLAN | CONCORD, NC | Other NONE | 129 | $7.0M | $0 |
| VERA INSTITUTE OF JUSTICE, INC. VERA INSTITUTE PENSION PLAN | BROOKLYN, NY | Other NONE | 142 | $6.6M | $0 |
| VERA INSTITUTE OF JUSTICE, INC. VERA INSTITUTE PENSION PLAN | BROOKLYN, NY | Other NONE | 142 | $6.6M | $0 |
| GREATER MIAMI JEWISH FEDERATION GREATER MIAMI JEWISH FEDERATION 401(A) RETIREMENT PLAN | MIAMI, FL | Other INVESTMENT PROVIDER | 106 | $6.4M | $0 |
| PENNON ORGANIZATION LNP MEDIA GROUP, INC. 401(K) RETIREMENT PLAN | HARRISBURG, PA | Other NONE | 121 | $5.1M | $0 |
| LORAIN COUNTY COMMUNITY ACTION AGENCY LORAIN COUNTY COMMUNITY ACTION AGENCY 403(B) THRIF | LORAIN, OH | Other | 302 | $4.0M | $0 |
| LORAIN COUNTY COMMUNITY ACTION AGENCY LORAIN COUNTY COMMUNITY ACTION AGENCY 403(B) THRIF | LORAIN, OH | Other | 333 | $3.3M | $0 |
| ARP SCIENCES LLC ARP SCIENCES LLC 401(K) PLAN | ROCKVILLE, MD | Other NONE | 0 | $3.3M | $0 |
| ARP SCIENCES LLC ARP SCIENCES LLC 401(K) PLAN | ROCKVILLE, MD | Other NONE | 1 | $3.2M | $0 |
| ARP SCIENCES LLC ARP SCIENCES LLC 401(K) PLAN | ROCKVILLE, MD | Other NONE | 7 | $3.0M | $0 |
| AGBENEFITS AGBENEFITS | LUBBOCK, TX | Other WELLNESS PROVIDER | 649 | $2.9M | $23K |
| AUTOMOTIVE MARKETING CONSULTANTS, I AMCI 401(K) PLAN | GARDENA, CA | Other NONE | 214 | $2.9M | $0 |
| PHA AMERICA INC PHA AMERICA, INC. 401(K) PLAN | MONTGOMERY, AL | Other NONE | 136 | $2.7M | $0 |
| PHA AMERICA INC PHA AMERICA, INC. 401(K) PLAN | MONTGOMERY, AL | Other NONE | 126 | $2.2M | $0 |
| HYPERLOOP TECHNOLOGIES, INC. RETIREMENT TRUST HYPERLOOP TECHNOLOGIES, INC. RETIREMENT TRUST | LOS ANGELES, CA | Other NONE | 0 | $0 | $0 |