Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding EV ATLANTA CAPITAL SMID CAP R6 in their Schedule of Assets, totaling $12.0M 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 | ISN SOFTWARE CORPORATION ISN SOFTWARE CORPORATION 401K PLAN | DALLAS TX | 579 | $96.5M | $5.7M |
| 2 | KOENIG & BAUERUS INC. KOENIG & BAUER (US) INC. 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 146 | $24.5M | $1.2M |
| 3 | CALICO BRANDS, INC. CALICO BRANDS, INC. 401(K) PLAN |
ONTARIO CA |
| 112 |
| $18.0M |
| $709K |
| 4 | RECORDED BOOKS, INC. RECORDED BOOKS, INC. 401(K) SAVINGS PLAN | LANDOVER MD | 326 | $30.9M | $667K |
| 5 | FRONTIER TECHNOLOGY, LLC THE FRONTIER TECHNOLOGY 401K PLAN | PHOENIX AZ | 202 | $14.0M | $618K |
| 6 | WEST COAST TURF WEST COAST TURF 401(K) PROFIT SHARING PLAN | PALM DESERT CA | 164 | $19.1M | $408K |
| 7 | COLUMBIA CREDIT UNION COLUMBIA 401(K) PLAN | VANCOUVER WA | 294 | $39.9M | $408K |
| 8 | ARK-LA-TEX FINANCIAL SERVICES, L ARK-LA-TEX FINANCIAL SERVICES, LLC 401(K) PLAN | PLANO TX | 679 | $60.7M | $403K |
| 9 | TAVANT TECHNOLOGIES, INC. TAVANT TECHNOLOGIES 401(K) PLAN | SANTA CLARA CA | 297 | $27.7M | $394K |
| 10 | WOOD, RIBBLE & TWYMAN INC. DBA WOOD, RIBBLE & TWYMAN INC. DBA ADAPTIVE SOLUTIONS GRP 401K PLAN | ST LOUIS MO | 83 | $9.2M | $372K |
