Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Eaton Vance AC Smid Cap R6 Fund Registered investment companies in their Schedule of Assets, totaling $3.4M 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 | ST. JOHN'S UNIVERSITY ST. JOHN'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | JAMAICA NY | 3,106 | $1.4B | $3.4M |
