Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Eaton Vance in their Schedule of Assets, totaling $69.0M 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 | CHILDRENS HOSPITAL AND HEALTH SYSTEM, INC. CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 8,645 | $1.0B | $12.7M |
| 2 | PRICEWATERHOUSECOOPERS LLP GROUP TRUST FOR WEALTH BUILDER PLANS OF PRICEWATERHOUSECOOPERS LLP | TAMPA FL | — | $4.2B | $12.3M |
| 3 | THE BAUPOST GROUP, L.L.C. |
BOSTON MA |
| 240 |
| $156.2M |
| $9.2M |
| 4 | KEHE DISTRIBUTORS, INC. KEHE DISTRIBUTORS, INC. 401(K) RETIREMENT SAVINGS PLAN | NAPERVILLE IL | 7,832 | $326.1M | $7.2M |
| 5 | ZEUS COMPANY LLC ZEUS 401(K) PLAN | ORANGEBURG SC | 1,960 | $208.5M | $6.9M |
| 6 | PRICEWATERHOUSECOOPERS LLP RETIREMENT BENEFIT ACCUMULATION PLAN FOR EMPLOYEES OF PWC LLP | TAMPA FL | 5,514 | $1.9B | $6.6M |
| 7 | HEMENWAY & BARNES LLP HEMENWAY & BARNES 401(K) PLAN | BOSTON MA | 131 | $68.3M | $5.9M |
| 8 | HOAGLAND, LONGO, MORAN, DUNST & DOUKAS, LLP HOAGLAND, LONGO, MORAN, DUNST & DOUKAS 401(K) RETIREMENT PLAN | NEW BRUNSWICK NJ | 117 | $45.6M | $1.7M |
| 9 | CONCORDIA COLLEGE CONCORDIA COLLEGE RETIREMENT PLAN | MOOREHEAD MN | 644 | $194.2M | $1.4M |
| 10 | ALLEN OVERY SHEARMAN STERLING US LLP ALLEN & OVERY LLP CASH BALANCE PENSION PLAN | NEW YORK NY | 89 | $41.8M | $1.3M |
