Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Eaton Vance Eaton Vance Floating Rate-I in their Schedule of Assets, totaling $1.3M 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 | JASPER HOLDINGS, INC. JASPER HOLDINGS, INC. 401(K) PLAN | JASPER IN | 3,973 | $357.2M | $922K |
| 2 | ALLEN & OVERY LLP ALLEN & OVERY LLP CASH BALANCE PENSION PLAN | NEW YORK NY | 111 | $33.0M | $358K |
| 3 | MEDIREVV, INC. MEDIREVV, INC. 401(K) PLAN |
CORALVILLE IA |
| 1,350 |
| $19.0M |
| $23K |
| 4 | ANITA'S MEXICAN FOODS CORP. ANITA'S MEXICAN FOOD 401(K) PLAN | SAN BERNARDINO CA | 379 | $1.9M | $8K |
