Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Eaton Vance Inc Fd of Bstn R6 Registered Investment Company in their Schedule of Assets, totaling $3.6M 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 | SAGE PUBLICATIONS, INC. SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN | THOUSAND OAKS CA | 718 | $149.8M | $2.4M |
| 2 | COMMUNITY FIRST CREDIT UNION OF COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN | JACKSONVILLE FL | 421 | $26.4M | $392K |
| 3 | RESOLUTION LIFE SERVICES US INC. |
WEST CHESTER PA |
| 517 |
| $77.6M |
| $347K |
| 4 | PINNACLE ASSET INTEGRITY PINNACLE ASSET INTEGRITY SERVICES 401(K) PLAN | PASADENA TX | 267 | $34.9M | $151K |
| 5 | SNAP FINANCE, LLC SNAP HOLDINGS, LLC 401(K) PLAN | WEST VALLEY CITY UT | 612 | $32.0M | $137K |
| 6 | IVCI, LLC IVCI, LLC 401(K) PROFIT SHARING PLAN & TRUST | HAUPPAUGE NY | 71 | $12.4M | $111K |
| 7 | NASCENTIA HEALTH, INC. NASCENTIA HEALTH, INC. 401K RETIREMENT PLAN | SYRACUSE NY | 465 | $22.9M | $34K |
| 8 | GLOBAL SYSTEMS INTEGRATION, INC. GLOBAL SYSTEMS INTEGRATION, INC. 401K) PROFIT | ATLANTA GA | 80 | $8.3M | $24K |
| 9 | BETTER BUSINESS BUREAU OF AUSTIN, BETTER BUSINESS BUREAU, INC. 401(K) PLAN | AUSTIN TX | 88 | $6.9M | $5K |
| 10 | WALTER TIMMONS ENTERPRISES, INC. TIMMONS OF LONG BEACH 401(K) PLAN | LONG BEACH CA | 67 | $5.5M | $3K |
