Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Ev Atl Cap Smid-Cp R Mutual Fund in their Schedule of Assets, totaling $1.3M 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 | POLYMERSHAPES LLC POLYMERSHAPES LLC 401(K) PLAN | CHARLOTTE NC | 587 | $59.3M | $1.1M |
| 2 | R.L. MORRISSEY & ASSOCIATES, INC. R.L. MORRISSEY & ASSOCIATES, INC. FOURTH AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST | SOLON OH | 109 | $10.2M | $135K |
