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 I Registered investment company in their Schedule of Assets, totaling $1.7M 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 | LYDIG CONSTRUCTION, INC. LYDIG CONSTRUCTION, INC. 401(K) PLAN | SPOKANE VALLEY WA | 139 | $54.2M | $1.6M |
| 2 | UNIVERSAL STRATEGY GROUP, INC. UNIVERSAL STRATEGY GROUP, INC. 401(K) PLAN | FRANKLIN TN | 65 | $5.6M | $58K |
| 3 | PACIFIC OFFICE AUTOMATION, INC. PACIFIC OFFICE AUTOMATION CAPITAL ACCUMULATION PLAN |
BEAVERTON OR |
| 1,160 |
| $157.4M |
| $52K |
