Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Eaton Vance Atlanta in their Schedule of Assets, totaling $12.7M 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 | KOHN PEDERSEN FOX ASSOCIATES, P.C. KOHN PEDERSEN FOX ASSOCIATES, P. C. 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | NEW YORK NY | 389 | $104.9M | $6.2M |
| 2 | LAERDAL MEDICAL CORPORATION LAERDAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN | WAPPINGERS FALLS NY | 479 | $69.8M | $4.2M |
| 3 | BLANCHARD MACHINERY COMPANY, A SOUTH CAROLINA CORPORATION |
WEST COLUMBIA SC |
| 797 |
| $75.2M |
| $2.2M |