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 Fund A Mutual fund in their Schedule of Assets, totaling $8.8M 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 | PRIVIA HEALTH LLC PRIVIA RETIREMENT PLAN | ARLINGTON VA | 4,858 | $462.5M | $7.6M |
| 2 | PRIVIA MEDICAL GROUP GULF COAST, PLLC PRIVIA MEDICAL GROUP GULF COAST RETIREMENT PLAN | HOUSTON TX | 862 | $67.8M | $1.1M |
| 3 | AECHELON TECHNOLOGY, INC. AECHELON TECHNOLOGY 401(K) PLAN |
SOUTH SAN FRANCISCO CA |
| 180 |
| $42.7M |
| $92K |
