Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Etn Vnc Atl Cp SMID-Cap R6 Fd in their Schedule of Assets, totaling $4.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOME BANK NA HOME BANK, N.A. PROFIT SHARING AND 401(K) PLAN | LAFAYETTE LA | 481 | $55.8M | $1.9M |
| 2 | HOMEBRIDGE FINANCIAL SERVICES HOMEBRIDGE FINANCIAL SERVICES 401(K) PLAN & TRUST | ISELIN NJ | 312 | $66.6M | $825K |
| 3 | CHENMED, LLC CHENMED, LLC 401(K) PLAN |
MIAMI GARDENS FL |
| 4,572 |
| $217.8M |
| $600K |
| 4 | EMPIRE TELEPHONE CORPORATION EMPIRE TELEPHONE CORPORATION SAVINGS AND INVESTMENT PROFIT SHARING PLAN | PRATTSBURGH NY | 233 | $14.6M | $338K |
| 5 | DTN MANAGEMENT COMPANY DTN MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | LANSING MI | 237 | $27.7M | $226K |
| 6 | GEO CONTROL SYSTEMS, INC. GCS 401(K) PLAN | HOUSTON TX | 384 | $39.2M | $214K |
| 7 | OVATION HOLDINGS OVATION HOLDINGS 401(K) RETIREMENT PLAN | RIVERDALE IA | 789 | $45.3M | $110K |
| 8 | COQUILLE ECONOMIC DEVELOPMENT CORPORATION KO-KWEL ENTERPRISES 401(K) PLAN | NORTH BEND OR | 505 | $15.3M | $98K |
| 9 | LUSARDI CONSTRUCTION CO. LUSARDI 401(K) PLAN | SAN MARCOS CA | 185 | $44.9M | $74K |
| 10 | WINDSOR HOUSE, INC. WINDSOR HOUSE, INC. 401(K) SAVINGS PLAN | GIRARD OH | 1,143 | $17.9M | $71K |
