Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Eaton Vance Atlanta Capital Smid-Cap R6 in their Schedule of Assets, totaling $51.8M 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 | GENUINE PARTS COMPANY GENUINE PARTS COMPANY 401(K) SAVINGS PLAN | ATLANTA GA | 31,464 | $2.5B | $37.5M |
| 2 | MIDDLESEX HEALTH MIDDLESEX RETIREMENT SAVINGS AND INVESTMENT PLAN | MIDDLETOWN CT | 5,194 | $473.2M | $4.2M |
| 3 | SUBURBAN EMPLOYEE SERVICES, LLC SUBURBAN COLLECTION 401(K) PLAN |
BIRMINGHAM MI |
| 941 |
| $61.7M |
| $2.9M |
| 4 | MCLAUGHLIN RESEARCH CORPORATION MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN | MIDDLETOWN RI | 496 | $68.3M | $2.6M |
| 5 | INSMED INCORPRATED INSMED, INC. 401(K) PLAN AND TRUST | BRIDGEWATER NJ | 1,018 | $134.2M | $2.3M |
| 6 | KANSAS CITY UNIVERSITY KANSAS CITY UNIVERSITY RETIREMENT PLAN | KANSAS CITY MO | 537 | $97.0M | $749K |
| 7 | ROSS VIDEO, INC. ROSS VIDEO, INC. 401(K) PLAN | ODGENSBURG NY | 227 | $19.7M | $480K |
| 8 | ALLSTAR HOLDINGS, LLC ALLSTAR SERVICES 401(K) PLAN | EDEN PRAIRIE MN | 1,221 | $21.4M | $401K |
| 9 | THE BENJAMIN SCHOOL THE BENJAMIN SCHOOL DEFINED CONTRIBUTION PLAN | NORTH PALM BEACH FL | 373 | $47.2M | $172K |
| 10 | CONCORD MUSIC GROUP, INC CONCORD 401(K) PLAN | LOS ANGELES CA | 494 | $56.0M | $147K |
