Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Eaton Vance Atl Cap SMID Ca R6 Registered investments in their Schedule of Assets, totaling $273K 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 | THE ALTAMONT SCHOOL THE ALTAMONT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BIRMINGHAM AL | 79 | $16.8M | $273K |
