Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Eaton Vance Atlanta Capital Smid-Cap A Mutual Fund in their Schedule of Assets, totaling $4.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JEFF WYLER AUTOMOTIVE FAMILY, INC. JEFF WYLER AUTOMOTIVE FAMILY, INC. RETIREMENT SAVINGS PLAN AND TRUST | MILFORD OH | 1,506 | $60.9M | $1.6M |
| 2 | PRECISE TOOL & MANUFACTURING, INC. PRECISE TOOL & MANUFACTURING, INC. PROFIT SHARING & 401(K) PLAN | ROCHESTER NY | 242 | $22.5M | $1.1M |
| 3 | UNITED PRAIRIE BANK |
MANKATO MN |
| 124 |
| $15.3M |
| $944K |
| 4 | NEDELCO, INC. NEDELCO, INC. 401(K) RETIREMENT PLAN | AURORA NE | 429 | $33.8M | $335K |
| 5 | PELLI CLARKE & PARTNERS PELLI CLARKE & PARTNERS SECTION 401(K) PLAN | NEW HAVEN CT | 71 | $20.2M | $164K |
| 6 | NEW VIEW ALLIANCE NEW VIEW ALLIANCE SAVINGS PLAN | WILLIAMSVILLE NY | 337 | $10.8M | $72K |
