Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding EATON VANCE STRATEGIC INCOME I 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHERRYROAD TECHNOLOGIES INC. CHERRYROAD TECHNOLOGIES 401(K) PROFIT SHARING PLAN | PARSIPPANY NJ | 619 | $57.6M | $656K |
| 2 | GLOBAL TAX MANAGEMENT, INC. GLOBAL TAX MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | WAYNE PA | 202 | $50.3M | $257K |
| 3 | VSOLVIT LLC VSOLVIT LLC 401(K) PROFIT SHARING PLAN |
VENTURA CA |
| 360 |
| $21.9M |
| $200K |
| 4 | ALPHA NET CONSULTING, LLC ALPHA NET CONSULTING, LLC 401(K) PLAN | SANTA CLARA CA | 127 | $5.0M | $92K |
| 5 | ENCOMPASS MEDICAL GROUP, P.A. ENCOMPASS MEDICAL GROUP, P.A. 401(K) RETIREMENT PLAN | LENEXA KS | 174 | $26.5M | $67K |
| 6 | CONTINENTAL FINANCE COMPANY CONTINENTAL FINANCE COMPANY 401(K) PLAN | WILMINGTON DE | 141 | $20.4M | $3K |
