Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Eaton Vance Eaton Vance Income Fund of Boston - in their Schedule of Assets, totaling $1.8M 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 | HEALTH MANAGEMENT ASSOCIATES, INC. HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401(K) PLAN | OKEMOS MI | 940 | $224.2M | $883K |
| 2 | RICARDO LLC RICARDO LLC 401(K) RETIREMENT PLAN | VAN BUREN TOWNSHIP MI | 333 | $77.6M | $417K |
| 3 | REVCOR, INC. REVCOR, INC. PROFIT SHARING 401(K) PLAN & TRUST |
CARPENTERSVILLE IL |
| 273 |
| $25.1M |
| $171K |
| 4 | ROBERTS MARKEL WEINBERG BUTLER HAILEY P.C. ROBERTS MARKEL WEINBURG BUTLER HAILEY P.C. 401(K) PLAN | HOUSTON TX | 122 | $15.7M | $110K |
| 5 | THREE BEARS ALASKA, INC. THREE BEARS ALASKA 401(K) PLAN | WASILLA AK | 545 | $8.4M | $82K |
| 6 | Q CENTER LLC Q CENTER 401(K) PLAN | SAINT CHARLES IL | 207 | $9.3M | $81K |
| 7 | SMARTLINK, LLC SMARTLINK, LLC 401(K) PLAN | ANNAPOLIS MD | 466 | $31.0M | $30K |
| 8 | DSCOUT, INC. DSCOUT, INC. 401(K) PLAN | CHICAGO IL | 185 | $14.8M | $23K |
| 9 | COMMUNITY HEALTHCARE NETWORK, INC. COMMUNITY HEALTHCARE NETWORK 403(B) PLAN | NEW YORK NY | 587 | $32.4M | $13K |
| 10 | RESOLVION, GP RESOLVION 401(K) PLAN | CHARLOTTE NC | 169 | $4.3M | $11K |
