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 Income Fund of Boston Class A in their Schedule of Assets, totaling $1.2M 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 | AEES, INC. PKC GROUP 401(K) SAVINGS & PROFIT SHARING PLAN | FARMINGTON HILLS MI | 197 | $53.5M | $760K |
| 2 | GRAHAM COMPANIES GRAHAM COMPANIES RETIREMENT SAVINGS PLAN | YORK PA | 53 | $38.0M | $227K |
| 3 | EXEMPLIS LLC EXEMPLIS LLC 401(K) SAVINGS PLAN |
CYPRESS CA |
| 578 |
| $45.6M |
| $189K |
| 4 | CTG, LLC CLEANING TECHNOLOGIES GROUP, LLC 401(K) PROFIT SHARING RETIREMENT PLAN | CINCINNATI OH | 175 | $21.0M | $23K |
