Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Eaton Vance Income Fund of Boston R6 Mutual Fund in their Schedule of Assets, totaling $2.0M 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 | OPHTHALMIC CONSULTANTS OF BOSTON, INC. OPHTHALMIC CONSULTANTS OF BOSTON, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 541 | $116.6M | $1.3M |
| 2 | JAMS, INC. JAMS, INC. 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 327 | $58.3M | $243K |
| 3 | ELECNOR HAWKEYE, LLC ELECNOR HAWKEYE, LLC 401(K) PLAN |
HAUPPAUGE NY |
| 160 |
| $16.7M |
| $154K |
| 4 | PIKE FUELS MANAGEMENT SERVICES L.P. PIKE FUELS 401(K) PLAN | MIDDLETOWN PA | 84 | $42.4M | $123K |
| 5 | BRENTWOOD BANK BRENTWOOD BANK 401(K) PLAN | BETHEL PARK PA | 102 | $24.7M | $62K |
| 6 | THE BERLIN STEEL CONSTRUCTION COMPANY THE BERLIN STEEL CONSTRUCTION COMPANY EMPLOYEES' SAVINGS PLAN | KENSINGTON CT | 178 | $19.6M | $56K |
| 7 | FISHAWACK COMMUNICATIONS, INC. FISHAWACK GROUP 401(K) PLAN | WASHINGTON DC | 752 | $96.7M | $33K |
| 8 | COPELAND ENTERPRISES, INC. COPELAND ENTERPRISES, INC. 401(K) AND PROFIT SHARING PLAN | BROCKTON MA | 246 | $13.3M | $27K |
| 9 | UVC MANAGEMENT, LLC DBA UNITED VEIN & VASCULAR CENTERS UNITED VEIN & VASCULAR CENTERS 401(K) PLAN | TAMPA FL | 511 | $7.5M | $11K |
