Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Eaton Vance High Income Opportunities Fund - in their Schedule of Assets, totaling $2.2M 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 | KENCREST SERVICES, INC. KEN-CREST SERVICES 403(B) RETIREMENT PLAN | BLUE BELL PA | 1,640 | $54.8M | $928K |
| 2 | PACIFICA HOTEL COMPANY PACIFICA HOTELS 401(K) PLAN AND TRUST | ALISO VIEJO CA | 937 | $12.7M | $412K |
| 3 | BRIGHTCOVE INC. BRIGHTCOVE INC. 401(K) PLAN |
BOSTON MA |
| 290 |
| $61.6M |
| $380K |
| 4 | DOERFER CORPORATION DOERFER CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | WAVERLY IA | 341 | $40.0M | $238K |
| 5 | WISER IMAGERY SERVICES, LLC WISER 401K PLAN | MURFREESBORO TN | 81 | $4.4M | $108K |
| 6 | RJN GROUP, INC. RJN GROUP, INC. 401(K) PLAN | DOWNERS GROVE IL | 170 | $23.0M | $84K |
| 7 | BOSTON SYMPHONY ORCHESTRA, INC. TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. | BOSTON MA | 202 | $36.9M | $28K |
| 8 | CCS CONTRACTOR EQUIPMENT & SUPPLY LLC CCS CONTRACTOR EQUIPMENT & SUPPLY 401(K) PROFIT SHARING PLAN | NAPERVILLE IL | 294 | $5.9M | $18K |
| 9 | MEDWEST ASSOCIATES, INC MEDWEST ASSOCIATES, INC. PROFIT SHARING PLAN | BURR RIDGE IL | 0 | $0 | $14K |
| 10 | NATIONAL ROOFING CO., INC. NATIONAL ROOFING CO., INC. PROFIT SHARING PLAN & TRUST | ALBUQUERQUE NM | 98 | $1.8M | $506 |
