Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding EV AC SMID CAP R6 Registered investment company in their Schedule of Assets, totaling $145.1M 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 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ DEFINED CONTRIBUTION MASTER TRUST | PITTSBURGH PA | — | $3.9B | $49.4M |
| 2 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ SAVINGS PLAN | PITTSBURGH PA | 13,247 | $3.6B | $45.5M |
| 3 | HARLEY-DAVIDSON MOTOR COMPANY, INC. HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN MASTER TRUST |
MILWAUKEE WI |
| — |
| $1.2B |
| $42.4M |
| 4 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ UNION SAVINGS PLAN | PITTSBURGH PA | 3,640 | $311.0M | $3.8M |
| 5 | ALPS ALPINE ALPS ALPINE NORTH AMERICA, INC. 401(K) PLAN | SANTA CLARA CA | 483 | $136.2M | $3.2M |
| 6 | UTAH COMMUNITY CREDIT UNION UTAH COMMUNITY FEDERAL CREDIT UNION RETIREMENT PLAN | PROVO UT | 565 | $38.8M | $492K |
| 7 | REALSELF, INC. REALSELF, INC 401(K) RETIREMENT PLAN | SEATTLE WA | 25 | $18.5M | $155K |
| 8 | DEVIL MOUNTAIN WHOLESALE NURSERY DEVIL MOUNTAIN WHOLESALE NURSERY 401(K) PROFIT SHARING PLAN | SAN RAMON CA | 608 | $18.1M | $56K |
