Calvert
Calvert Short Duration Income Fund Class I
Ticker CDSIX · Mutual fund · Share class: Class I
Matched by tickerMatch to checkAll 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
30
9 with $250K or more
Dollars held
$23.4M
69,832 of 69,862 plans with fund lines hold none
Median per plan
$42K
Share of their fund dollars
2.1%
Same fund, other share classes
Cost tiers are not known for enough of these classes to compare.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class I (this page)CDSIX | Low cost | 30 | $23.4M |
| Calvert Short Duration Income Fund Class ACSDAX | Not stated | 1 | $336K |
| Calvert Short Duration Income Fund Class R6CDSRX | Not stated | 1 | $4K |
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
1 plan
to another class or vehicle
Plans that moved out of it to another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Frilot L.L.C.401(k) Retirement Plan$5M-$50M Share class change | $310K to $336K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Calvert Short Duration Income Fund Class I
The largest 10 plans in each list.
| Ameritas Pension Plan$231M plan · Ameritas Holding Company, NE · Not identified | $17.2M |
| Wallace Distribution Company Profit Sharing Plan$10.3M plan · Wallace Hardware Company, Inc., TN · Not identified | $1.5M |
| GPS Navigator Pooled Employer Plan$204M plan · Group Plan Systems, LLC, OH · July Business Services | $702K |
| Aviation Security Management, LLC 401(k) Plan$7.9M plan · Aviation Security Management, LLC, FL · Not identified | $681K |
| Magnolia River International 401(k) Plan$43.0M plan · Magnolia River International, AL · Not identified | $527K |
| Oregon Catholic Press 403(b) Plan$30.2M plan · Oregon Catholic Press, OR · Capital Group | $497K |
| Ccof 401(k)$14.8M plan · Ccof, Inc., CA · Ascensus | $462K |
| Huvepharma Inc 401(k) Profit Sharing Plan and Trust$53.9M plan · Huvepharma Inc., GA · Ameriprise Financial Services | $425K |
| Hughesleahykarlovic, Inc. 401(k) Plan$22.6M plan · Hughesleahykarlovic, Inc., MO · Vanguard | $380K |
| Industrial Packaging Supplies, Inc. 401(k) Profit Sharing Plan$18.1M plan · Industrial Packaging Supplies, SC · Cetera Financial Group | $237K |
Plans whose filed schedule lists Calvert Short Duration Income Fund Class I.
See all 30 plans with Pro. Free for 7 days, then $49 a month.
Pro unlocks:
- Plan and sponsor names
- Recordkeeper
- Plan assets
- Dollars held and % of plan funds
How the filings spell it
Show 8 names seen in the filings
- Calvert
- Calvert Calvert Short Duration Income I
- Calvert Short Duration Inc I
- Calvert Short Duration Income
- Calvert Short Duration Income Class I
- Calvert Short Duration Income Fund (I)
- Calvert Short Duration Income Fund Class I Mutual Fund
- Calvert Short Duration Income I