Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Eaton Vance-Atl Cp SMIDCp F R6 in their Schedule of Assets, totaling $2.8M 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 | NEW YORK LEGAL ASSISTANCE GROUP NEW YORK LEGAL ASSISTANCE GROUP SAVINGS PLAN | NEW YORK NY | 375 | $34.7M | $1.1M |
| 2 | BLUE CHIP MARKETING WORLDWIDE BLUE CHIP MARKETING WORLDWIDE 401(K) PLAN | BANNOCKBURN IL | 90 | $19.0M | $687K |
| 3 | JACOBSEN/DANIELS ASSOCIATES |
YPSILANTI MI |
| 200 |
| $13.9M |
| $284K |
| 4 | RAW SEA FOODS, INC. DBA RAW SEAFOODS, INC. RAW SEAFOODS RETIREMENT PLAN | FALL RIVER MA | 420 | $12.3M | $220K |
| 5 | NORTH SHORE HEALTHCARE, LLC NORTH SHORE HEALTHCARE, LLC RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 3,364 | $18.9M | $168K |
| 6 | KPS GLOBAL, LLC KPS GLOBAL, LLC 401(K) PLAN | FORT WORTH TX | 793 | $45.3M | $135K |
| 7 | THE LOVESAC COMPANY THE LOVESAC COMPANY 401(K) PLAN | STAMFORD CT | 1,710 | $24.8M | $99K |
| 8 | FLEXION, INC. FLEXION, INC. 401(K) PROFIT SHARING PLAN | MADISON WI | 250 | $16.4M | $83K |
