Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Eaton Vance Income Fund of Boston I Mutual fund in their Schedule of Assets, totaling $3.3M 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 | INVENSENSE, INC. INVENSENSE, INC. 401(K) PLAN | SAN JOSE CA | 234 | $98.8M | $1.2M |
| 2 | STRATAS FOODS LLC STRATAS FOODS LLC RETIREMENT PLAN | CORDOVA TN | 1,003 | $82.8M | $991K |
| 3 | ACH FOOD COMPANIES, INC. ACH FOOD COMPANIES, INC. THRIFT PLAN |
OAKBROOK TERRACE IL |
| 384 |
| $96.6M |
| $944K |
| 4 | SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE SCI-ARC RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 98 | $21.1M | $108K |
| 5 | NATIONAL VALUATION CONSULTANTS, INC. NATIONAL VALUATION CONSULTANTS, INC. 401(K) PLAN | CENTENNIAL CO | 103 | $23.3M | $13K |
