Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding EtnVncAtlntaCpitalSMIDCap Registered Investment Company in their Schedule of Assets, totaling $65.0M 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 | E. & J. GALLO WINERY E. & J. GALLO WINERY MASTER RETIREMENT TRUST | MODESTO CA | — | $2.1B | $65.0M |
