Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Eaton Vance Etn Vnc Atl Cp SMID-Cap R6 Fd in their Schedule of Assets, totaling $990K 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 | CARROLL DISTRIBUTING & CONSTRUCTION SUPPLY, INC. CARROLL DISTRIBUTING & CONSTRUCTION SUPPLY, INC. 401(K) PROFIT SHARING PLAN | OTTUMWA IA | 342 | $14.0M | $431K |
| 2 | WOODCREST SERVICES, INC. AUTOTEC 401(K) PLAN | BIRMINGHAM AL | 126 | $23.5M | $320K |
| 3 | INDUSTRIAL GROUP INTERMEDIATE HOLDINGS, LLC |
RYE NY |
| 110 |
| $10.8M |
| $238K |
