Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Eaton Vance Floating Rate I Mutual Fund in their Schedule of Assets, totaling $4K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EXENCIAL WEALTH ADVISORS EXENCIAL WEALTH ADVISORS 401(K) PLAN | OKLAHOMA CITY OK | 115 | $7.9M | $4K |
