Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Eaton Vance Eaton Vance Atlanta Capital Smid-Cap R6 in their Schedule of Assets, totaling $5.1M 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 | JOHNSON & BELL, LTD. JOHNSON & BELL, LTD. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 165 | $109.9M | $2.9M |
| 2 | WPROMOTE LLC WPROMOTE LLC 401K PLAN | EL SEGUNDO CA | 726 | $45.5M | $798K |
| 3 | CANFIELD SCIENTIFIC, INC. CANFIELD SCIENTIFIC INC. PROFIT SHARING 401(K) PLAN |
PARSIPPANY NJ |
| 272 |
| $46.2M |
| $600K |
| 4 | RUSSELL SAGE COLLEGE RUSSELL SAGE COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | TROY NY | 878 | $116.8M | $370K |
| 5 | DAWSON GEOPHYSICAL COMPANY DAWSON GEOPHYSICAL COMPANY 401K PLAN | MIDLAND TX | 223 | $22.0M | $239K |
| 6 | UNITED UTILITY SERVICES, LLC UNITED UTILITY SERVICES 401(K) PLAN | CHARLOTTE NC | 1,410 | $31.5M | $117K |
| 7 | CALEDONIA FARMERS ELEVATOR COMPANY CALEDONIA FARMERS ELEVATOR COMPANY PROFIT SHARING 401(K) PLAN & TRUST | CALEDONIA MI | 116 | $10.9M | $82K |
