Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Eaton Vance in their Schedule of Assets, totaling $85.2M 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 | 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 | BEN E. KEITH COMPANY |
FORT WORTH TX |
| 2,494 |
| $434.7M |
| $10.0M |
| 4 | THE BAUPOST GROUP, L.L.C. BAUPOST GROUP SAVINGS RETIREMENT PLAN | BOSTON MA | 240 | $156.2M | $9.2M |
| 5 | KEHE DISTRIBUTORS, INC. KEHE DISTRIBUTORS, INC. 401(K) RETIREMENT SAVINGS PLAN | NAPERVILLE IL | 7,832 | $326.1M | $7.2M |
| 6 | ZEUS COMPANY LLC ZEUS 401(K) PLAN | ORANGEBURG SC | 1,960 | $208.5M | $6.9M |
| 7 | PRICEWATERHOUSECOOPERS LLP RETIREMENT BENEFIT ACCUMULATION PLAN FOR EMPLOYEES OF PWC LLP | TAMPA FL | 5,514 | $1.9B | $6.6M |
| 8 | PWC US GROUP LLP RETIREMENT BENEFIT ACCUMULATION PLAN FOR EMPLOYEES OF PWC | TAMPA FL | 5,001 | $1.9B | $6.1M |
| 9 | HEMENWAY & BARNES LLP HEMENWAY & BARNES 401(K) PLAN | BOSTON MA | 131 | $68.3M | $5.9M |
| 10 | HOAGLAND, LONGO, MORAN, DUNST & DOUKAS, LLP HOAGLAND, LONGO, MORAN, DUNST & DOUKAS 401(K) RETIREMENT PLAN | NEW BRUNSWICK NJ | 117 | $45.6M | $1.7M |
