Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Eaton Vance Atlanta Cap SMID-C in their Schedule of Assets, totaling $775K 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 | SMITH BROTHERS INSURANCE, LLC SMITH BROTHERS INSURANCE, LLC 401(K) RETIREMENT PLAN | GLASTONBURY CT | 222 | $29.1M | $537K |
| 2 | ICARE MANAGEMENT, LLC ICARE 401(K) PLAN AND TRUST AGREEMENT | MANCHESTER CT | 1,786 | $23.7M | $238K |
