Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Eaton Vance Atlanta Capital Smid-cap A Mutual Funds in their Schedule of Assets, totaling $989K 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 | FSI, INC. FSI, INC. 401(K) & PROFIT SHARING PLAN | PORTAGE WI | 1,804 | $8.8M | $544K |
| 2 | PEERLESS BEVERAGE CO. PEERLESS BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN | UNION NJ | 125 | $40.9M | $411K |
| 3 | PEERLESS BEVERAGE CO. PEERLESS TRANSPORT 401(K) PLAN |
UNION NJ |
| 137 |
| $15.8M |
| $18K |
| 4 | LIFTFUND, INC. LIFTFUND, INC. 401(K) PROFIT SHARING PLAN | SAN ANTONO TX | 84 | $5.7M | $15K |
