Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Eaton Vance High Income Opportunities Fund Mutual fund 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RAYMOURS FURNITURE COMPANY, INC. RAYMOURS FURNITURE COMPANY, INC. 401(K) AND PROFIT SHARING PLAN | LIVERPOOL NY | 5,288 | $266.5M | $3.7M |
| 2 | JOHN PAUL MITCHELL SYSTEMS JOHN PAUL MITCHELL SYSTEMS 401(K) & PROFIT SHARING PLAN | SANTA CLARITA CA | 332 | $62.7M | $531K |
| 3 | EP WEALTH ADVISORS ADMIN, LLC |
TORRANCE CA |
| 461 |
| $60.8M |
| $241K |
| 4 | ELYRIA MANUFACTURING CORPORATION THE ELYRIA MANUFACTURING CORPORATION PROFIT SHARING PLAN AND TRUST | ELYRIA OH | 136 | $10.6M | $89K |
| 5 | ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC. ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 249 | $16.4M | $32K |
