Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding EATON VANCE INCOME BOSTON - I in their Schedule of Assets, totaling $1.1M 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 | NES GLOBAL, LLC NES GLOBAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 2,310 | $47.5M | $627K |
| 2 | KMM TELECOMMUNICATIONS KMM RETIREMENT PLAN | LEWISVILLE TX | 134 | $8.7M | $213K |
| 3 | RUSSO HARDWARE INC RUSSO HARDWARE INC 401(K) PLAN |
SCHILLER PARK IL |
| 181 |
| $15.5M |
| $123K |
| 4 | AMERICAN FLORIST SUPPLY, INC. AMERICAN FLORIST SUPPLY, INC. 401(K) PROFIT SHARING PLAN & TRU | WILMINGTON MA | 184 | $8.6M | $118K |
| 5 | US BRICK HOLDINGS, LLC US BRICK HOLDINGS, LLC RETIREMENT PLAN | COLUMBIA SC | 241 | $4.2M | $37K |
