Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Eaton Vance Floating-Rate Fund Mutual fund in their Schedule of Assets, totaling $2.3M 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 | APPS ASSOCIATES LLC APPS ASSOCIATES LLC 401(K) PLAN | ACTON MA | 320 | $57.7M | $1.9M |
| 2 | ALEXANDRIA REAL ESTATE EQUITIES, INC. ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN | PASADENA CA | 537 | $207.5M | $339K |
| 3 | DELTA DENTAL OF ILLINOIS DELTA DENTAL OF ILLINOIS RETIREMENT SAVINGS PLAN |
NAPERVILLE IL |
| 179 |
| $41.7M |
| $40K |
| 4 | MINNESOTA POLICE & PEACE OFFICERS ASSOCIATION MINNESOTA POLICE AND PEACE OFFICERS ASSOCIATION LEGAL DEFENSE FUND | ST. PAUL MN | 10,984 | $1.9M | $33K |
| 5 | QUANTRELL CADILLAC INC THE QUANTRELL COMPANIES PROFIT SHARING AND THRIFT PLAN | LEXINGTON KY | 121 | $3.8M | $9K |
