Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Eaton Vance Atl Cap SMID Ca R6 in their Schedule of Assets, totaling $542K 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 | NEW CANAAN COUNTRY SCHOOL, INC. NEW CANAAN COUNTRY SCHOOL DC RETIREMENT PLAN | NEW CANAAN CT | 169 | $62.1M | $355K |
| 2 | WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN | CHARLESTON WV | 136 | $65.2M | $86K |
| 3 | TABOR COLLEGE, INC. |
HILLSBORO KS |
| 127 |
| $23.3M |
| $60K |
| 4 | WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN | CHARLESTON WV | 96 | $34.2M | $42K |