Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Eaton Vance Atl Cp SMIDCp F R6 Registered Investment Company in their Schedule of Assets, totaling $11.7M 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 | REDCOM LABORATORIES, INC. REDCOM LABORATORIES, INC. 401(K) AND PROFIT SHARIN | VICTOR NY | 121 | $44.8M | $3.3M |
| 2 | AVL MICHIGAN HOLDING CORPORATION AVL NORTH AMERICA, INC. 401(K) PLAN | PLYMOUTH MI | 505 | $152.0M | $2.5M |
| 3 | LATAM AIRLINES GROUP, S.A., INC. |
MIAMI FL |
| 213 |
| $20.6M |
| $926K |
| 4 | BUILTWELL BANCORP INC. BUILTWELL BANCORP INC. 401(K) PLAN | CHATTANOOGA TN | 246 | $22.0M | $733K |
| 5 | UTTERMOST COMPANY THE UTTERMOST COMPANY PROFIT SHARING PLAN | ROCKY MOUNT VA | 207 | $14.5M | $608K |
| 6 | JACKSON MARKETING GROUP, INC. JACKSON MARKETING GROUP, INC. 401K PROFIT SHARING | SIMPSONVILLE SC | 81 | $9.3M | $548K |
| 7 | METRO INFECTIOUS DISEASE CONSULTANT METRO INFECTIOUS DISEASE CONSULTANTS, LLC PROFIT | BURR RIDGE IL | 558 | $101.6M | $533K |
| 8 | HORD COPLAN MACHT, INC. HORD COPLAN MACHT, INC. 401K RETIREMENT PLAN | BALTIMORE MD | 353 | $50.8M | $511K |
| 9 | POLY VINYL COMPANY, INC. POLY VINYL CO. , INC. 401K AND PROFIT SHARING PLAN | SHEBOYGAN FALLS WI | 182 | $11.3M | $448K |
| 10 | WORKSTREAM, INC. HAMILTON MAVERICK 401(K) SAVINGS PLAN | FAIRFIELD OH | 54 | $9.7M | $387K |
