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 in their Schedule of Assets, totaling $4.6M 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 | DOTERRA INTERNATIONAL LLC DOTERRA 401(K) PLAN | PLEASANT GROVE UT | 1,570 | $83.2M | $3.6M |
| 2 | IRON WORKERS LOCAL UNION 60 ANNUITY PENSION FUND BOARD OF TRUSTEES IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN | SYRACUSE NY | 395 | $38.5M | $939K |
| 3 | THE HAMILTON COMPANY, INC. |
ALLSTON MA |
| 197 |
| $13.3M |
| $76K |
