Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Eaton Vance-Atlanta Cap SMID-Cp F R6 Pooled Separate Account in their Schedule of Assets, totaling $1.7M 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 | APPLE HEALTH CARE, INC. APPLE HEALTH CARE, INC. 401(K) SECURITY EXPRESS | AVON CT | 2,798 | $86.4M | $1.2M |
| 2 | KAYAKU ADVANCED MATERIALS, INC. KAYAKU ADVANCED MATERIALS, INC. 401(K) PLAN | WESTBOROUGH MA | 127 | $13.3M | $347K |
| 3 | ROBERT W. SULLIVAN, INC. |
BOSTON MA |
| 82 |
| $11.3M |
| $140K |
| 4 | NY COMMUNITY FINANCIAL LLC NY COMMUNITY FINANCIAL LLC 401K PLAN | RIVER EDGE NJ | 266 | $6.8M | $49K |
