Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Eaton Vance Atlanta Capital SMID-Cap - A Registered Investment Company in their Schedule of Assets, totaling $1.6M 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 | YANMAR AMERICA CORPORATION YANMAR GROUP 401(K) SAVINGS PLAN | ADAIRSVILLE GA | 984 | $73.2M | $1.2M |
| 2 | AUSGAR TECHNOLOGIES, INC. AUSGAR TECHNOLOGIES,INC. 401K PROFIT SHARING PLAN | SAN DIEGO CA | 129 | $22.0M | $302K |
| 3 | NEW HOTEL MONTELEONE, L.L.C. MONTELEONE INTERESTS PROFIT SHARING AND 401(K) PLAN AND TRUST |
NEW ORLEANS LA |
| 192 |
| $17.6M |
| $82K |
