Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding EV ATL CAP SMID-CP I in their Schedule of Assets, totaling $1.6M 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 | ROBERT J. YOUNG COMPANY, INC. R. J. YOUNG PROFIT SHARING PLAN | NASHVILLE TN | 680 | $68.1M | $1.0M |
| 2 | ASPIRE MRO, LLC ASPIRE MRO, LLC 401K PLAN | FT WORTH TX | 238 | $12.2M | $489K |
| 3 | HEARTS ON FIRE HEARTS ON FIRE | BOSTON MA |
| 52 |
| $12.1M |
| $75K |