Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding EV Inc. Fund Boston I 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MIDDOUGH INC. MIDDOUGH INC. PROFIT SHARING PLAN | CLEVELAND OH | 385 | $74.0M | $1.2M |
| 2 | SIMON ROOFING & SHEET METAL CORP SIMON ROOFING & SHEET METAL CORP 401K PROFIT SHARING | YOUNGSTOWN OH | 469 | $32.6M | $366K |
| 3 | SI EAST LLC SI EAST LLC 401(K) PLAN |
CHARLOTTE NC |
| 152 |
| $10.4M |
| $230K |
| 4 | LIFEGIFT ORGAN DONATION CENTER LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN | HOUSTON TX | 471 | $31.4M | $59K |
| 5 | MJ CARE, INC. MJ CARE, INC. 401(K) PLAN | NEW BERLIN WI | 383 | $8.7M | $46K |
| 6 | LIFEGIFT ORGAN DONATION CENTER LIFEGIFT ORGAN DONATION CENTER DEFINED CONTRIBUTION PLAN | HOUSTON TX | 492 | $13.0M | $43K |
