Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Eaton Vance High Income Opportunities I Mutual fund in their Schedule of Assets, totaling $660K 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 | BPN, LLP BPN, LLP RETIREMENT PLAN | VALHALLA NY | 144 | $15.3M | $192K |
| 2 | HELENA LABORATORIES CORPORATION HELENA LABORATORIES CORPORATION 401(K) PROFIT SHARING PLAN | BEAUMONT TX | 324 | $25.1M | $178K |
| 3 | MEDICAL ASSOCIATION OF GEORGIA MEDICAL ASSOCIATION OF GEORGIA MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN |
ATLANTA GA |
| 568 |
| $47.8M |
| $171K |
| 4 | OUTREACH CORPORATION OUTREACH 401(K) PLAN | SEATTLE WA | 489 | $46.6M | $119K |
