Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding EV AC SMID Cap R6 Mutual Fund in their Schedule of Assets, totaling $37.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OPEN TEXT, INC. OPEN TEXT, INC. 401(K) PLAN | MENLO PARK CA | 4,635 | $1.9B | $36.1M |
| 2 | THE NEW ENGLAND COLLEGE OF OPTOMETRY THE NEW ENGLAND COLLEGE OF OPTOMETRY DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 217 | $49.4M | $638K |
| 3 | MILLENNIUM HEALTH, LLC MILLENNIUM HEALTH, LLC 401(K) PROFIT SHARING PLAN |
SAN DIEGO CA |
| 932 |
| $48.1M |
| $618K |
