Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Eaton Vance Income Fund of Boston A Mutual fund in their Schedule of Assets, totaling $1.2M 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 | ROGER ZATKOFF COMPANY ROGER ZATKOFF COMPANY EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | FARMINGTON HILLS MI | 171 | $169.7M | $1.2M |
| 2 | SIPPEL CO., INC. SIPPEL CO., INC. SAVINGS PLAN | AMBRIDGE PA | 172 | $10.1M | $17K |
| 3 | CAPITAL MANAGEMENT SERVICES, LP CAPITAL MANAGEMENT SERVICES, LP 401(K) RETIREMENT PLAN |
BUFFALO NY |
| 661 |
| $15.7M |
| $4K |
