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 Class A Mutual fund in their Schedule of Assets, totaling $2.7M 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 | HORIZONS INCORPORATED HORIZONS 401(K) PLAN | CLEVELAND OH | 184 | $33.8M | $1.3M |
| 2 | WORLD SHIPPING, INC. THE WORLD GROUP SAVINGS AND INVESTMENT PLAN | CLEVELAND OH | 967 | $46.6M | $1.1M |
| 3 | EMPLIFI INC. EMPLIFI INC. 401(K) PROFIT SHARING PLAN |
COLUMBUS OH |
| 116 |
| $17.0M |
| $285K |
