Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Eaton Vance Income Fund of Boston Mutual fund in their Schedule of Assets, totaling $5.5M 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 | SUPER MICRO COMPUTER, INC. SUPER MICRO COMPUTER 401(K) RETIREMENT PLAN | SAN JOSE CA | 3,102 | $267.0M | $3.1M |
| 2 | SCREENBEAM INC. SCREENBEAM INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 62 | $26.2M | $1.5M |
| 3 | SELLETHICS MARKETING GROUP, INC. SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401(K) PLAN |
MATTHEWS NC |
| 329 |
| $14.8M |
| $445K |
| 4 | AIR-CONDITIONING INNOVATIVE SOLUTIONS AIR CONDITIONING INNOVATIVE SOLUTIONS 401(K) PLAN | MCKINNEY TX | 238 | $11.8M | $170K |
| 5 | FAMILY SECURITY CREDIT UNION FAMILY SECURITY CREDIT UNION 401(K) PLAN | DECATUR AL | 178 | $13.5M | $113K |
| 6 | TKL RESEARCH INC. THE TKL PROFIT SHARING & 401K SAVINGS PLAN | FAIR LAWN NJ | 124 | $18.2M | $106K |
| 7 | EVERQUOTE, INC. EVERQUOTE 401(K) PLAN | CAMBRIDGE MA | 247 | $31.6M | $50K |
| 8 | YAMAHA GUITAR GROUP, INC., DBA LINE 6, INC. LINE 6 401K | CALABASAS CA | 203 | $25.7M | $33K |
