Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Eaton Vance Atl Cap SMID Ca R6 Registered investment company in their Schedule of Assets, totaling $3.1M 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 FISHER UNIVERSITY ST. JOHN FISHER UNIVERSITY RETIREMENT PLAN | ROCHESTER NY | 1,222 | $197.7M | $2.7M |
| 2 | KEUKA COLLEGE KEUKA COLLEGE RETIREMENT PLAN | KEUKA PARK NY | 193 | $43.9M | $359K |
