Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Eaton Vance Eaton Vance Atl Cap SMID Ca R6 in their Schedule of Assets, totaling $8.9M 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 | BUCKNELL UNIVERSITY BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LEWISBURG PA | 1,611 | $672.9M | $7.8M |
| 2 | ITHACA COLLEGE ITHACA COLLEGE 403(B) RETIREMENT PLAN | ITHACA NY | 1,595 | $635.3M | $915K |
| 3 | OTTAWA UNIVERSITY OTTAWA UNIVERSITY DC PLAN |
OTTAWA KS |
| 392 |
| $41.3M |
| $211K |
