Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Eaton Vance Income of Boston Class R6 in their Schedule of Assets, totaling $1.3M 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 | BRUNO INDEPENDENT LIVING AIDS, INC. BRUNO INDEPENDENT LIVING AIDS, INC. 401(K) PLAN AND TRUST | OCONOMOWOC WI | 409 | $39.1M | $725K |
| 2 | FIRST STATE BANK OF ST. CHARLES MISSOURI FIRST STATE BANK OF ST. CHARLES MISSOURI 401(K) PLAN | LAKE ST. LOUIS MO | 180 | $25.2M | $451K |
| 3 | FORT WAYNE ZOOLOGICAL SOCIETY |
FORT WAYNE IN |
| 192 |
| $4.5M |
| $102K |
| 4 | SOLUTIONS SHARED SERVICES INC. SOLUTIONS SHARED SERVICES INC. 401K PLAN | SAN ANTONIO TX | 91 | $21.7M | $5K |
