Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Eaton Vance Atlanta Capital Smid Cap R6 Fund in their Schedule of Assets, totaling $6.9M 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 | LFB USA, INC. LFB USA, INC. 401(K) PLAN | FRAMINGHAM MA | 291 | $42.3M | $4.0M |
| 2 | AVL MICHIGAN HOLDING CORPORATION AVL NORTH AMERICA, INC. 401(K) PLAN | PLYMOUTH MI | 505 | $152.0M | $2.5M |
| 3 | J.R. REINGOLD & ASSOCIATES, INC. REINGOLD, INC. 401(K) PLAN |
ALEXANDRIA VA |
| 300 |
| $26.7M |
| $285K |
| 4 | HARLEM VILLAGE ACADEMY CHARTER SCHOOL HARLEM VILLAGE ACADEMY CHARTER SCHOOL 403(B) PLAN | NEW YORK NY | 198 | $16.0M | $69K |
| 5 | ARVCO CONTAINER CORPORATION ARVCO CONTAINER CORP. 401(K) RETIREMENT PLAN | KALAMAZOO MI | 185 | $15.3M | $23K |
