Calvert
Calvert Bond Fund Class I
Ticker CBDIX · Mutual fund · Share class: Class ILow cost
Matched by tickerAll Morgan Stanley fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
68
23 with $250K or more
Dollars held
$30.4M
69,794 of 69,862 plans with fund lines hold none
Median per plan
$113K
Share of their fund dollars
0.9%
Same fund, other share classes
17 plans hold a costlier class of this fund than the cheapest class held in the data.
Plans adding and dropping it, 2024 to 2025
Added
2 plans
$1.1M at year-end 2025
Dropped
3 plans
$2.5M at year-end 2024
Moved in
1 plan
from another class or vehicle
Moved out
3 plans
to another class or vehicle
Plans that added it in 2025 (2 plans)
| Plan | Year-end value |
|---|---|
| New Seasons Market LLC 401(k) Plan$50M-$250M | $651K |
| Goodville Mutual Casualty Company Profit Sharing & Saving Plan$5M-$50M | $438K to $475K |
Plans that dropped it after 2024 (3 plans)
| Plan | Year-end value |
|---|---|
| Vermont Energy Investment Corp. Tax Deferred Annuity Plan$50M-$250M | $1.2M to $1.3M |
| Sera Architects, Inc. Employee Stock Ownership Plan$5M-$50M Dropped | $792K |
| Prbo 401(k) Plan$5M-$50M Dropped | $484K |
Plans that moved into it from another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| National Co+op Grocers 401(k) Retirement Plan$5M-$50M Share class change | $299K to $275K |
Plans that moved out of it to another class or vehicle (3 plans)
| Plan | Year-end value |
|---|---|
| Brown and Caldwell Savings Plan$250M-$1B Share class change | $8.5M to $12.0M |
| City National Bank Retirement Savings Plan$50M-$250M Share class change | $590K to $1.2M |
| Accordion Partners 401(k) Plan$50M-$250M Share class change | $524K to $662K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Calvert Bond Fund Class I
The largest 10 plans in each list.
| The Pew Charitable Trusts Savings Plan$498M plan · The Pew Charitable Trusts, PA · Fidelity (FMR) | $7.1M |
| The Pew Charitable Trusts Savings Plan$428M plan · The Pew Charitable Trusts, PA · Fidelity (FMR) | $5.9M |
| Conestoga Wood Employees' 401(k) Plan$111M plan · Conestoga Wood Specialties Corp., PA · Fidelity (FMR) | $2.1M |
| Rockefeller Non-Profits 401(k) Plan$76.9M plan · Rockefeller Brothers Fund, Inc, NY · Vanguard | $2.0M |
| Northwest Immigrant Rights Project 403(b) Plan$14.3M plan · Northwest Immigrant Rights Project, WA · Voya | $1.2M |
| The National Geographic Society 401(k) Retirement Savings Plan$175M plan · National Geographic Society, DC · Principal | $1.1M |
| New Seasons Market LLC 401(k) Plan$82.1M plan · New Seasons Market LLC, OR · Newport Group | $651K |
| Organically Grown Company 401(k) Plan$25.8M plan · Organically Grown Company, Inc., OR · Fidelity (FMR) | $647K |
| Maine Dartmouth Family Medicine Residency 403(b) Plan$29.2M plan · Maine Dartmouth Family Medicine Residency, ME · Ascensus | $643K |
| Addepar 401(k) Plan$102M plan · Addepar, Inc., CA · Fidelity (FMR) | $571K |
Plans whose filed schedule lists Calvert Bond Fund Class I.
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How the filings spell it
Show 8 names seen in the filings
- Bond Fund Class I
- Bond Fund I
- Bond Institutional Fund
- Calvert Bond
- Calvert Bond Fund CL I
- Calvert Bond Fund I
- Calvert Bond I
- Calvert Calvert Bond Fund I