Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Eaton Vance Floating Rate Fund Mutual funds in their Schedule of Assets, totaling $83K 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 | ALPINE PEDIATRICS, P.C. ALPINE PEDIATRICS, P.C. PROFIT SHARING PLAN | PLEASANT GROVE UT | 93 | $26.2M | $50K |
| 2 | ITSC SECURE SOLUTIONS, LLC ITSC SECURE SOLUTIONS, LLC 401(K) PLAN | OWENS CROSS ROADS AL | 106 | $3.5M | $32K |
| 3 | T2S LLC T2S LLC 401(K) PROFIT SHARING PLAN & TRUST |
BELCAMP MA |
| 237 |
| $15.2M |
| $1K |
