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 Registered Investment Company in their Schedule of Assets, totaling $20.4M 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 | CHILDREN'S NATIONAL HOSPITAL CNMC AFFILIATES' 401(K) RETIREMENT PLAN | WASHINGTON DC | 9,286 | $1.3B | $18.1M |
| 2 | PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY PENN NATIONAL INSURANCE 401(K) RETIREMENT SAVINGS PLAN | HARRISBURG PA | 801 | $217.6M | $1.6M |
| 3 | VERNIS & BOWLING OF MIAMI, P.A. |
MIAMI FL |
| 305 |
| $22.0M |
| $375K |
| 4 | SAN DIEGO HUMANE SOCIETY S.P.C.A. SAN DIEGO HUMANE SOCIETY AND S.P.C.A. RETIREMENT PLAN | SAN DIEGO CA | 696 | $28.6M | $160K |
| 5 | PARK VENTURES, LLC PARK VENTURES, LLC AND AFFILIATES 401(K) RETIREMENT PLAN | EL SEGUNDO CA | 66 | $8.8M | $155K |
