Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Eaton Vance Atlanta Capital SMID-Cap Fund Class I Mutual Fund in their Schedule of Assets, totaling $17.9M 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 | TAPESTRY, INC. TAPESTRY, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 11,856 | $659.1M | $15.3M |
| 2 | WORLD GROUP LLC THE WORLD GROUP SAVINGS AND INVESTMENT PLAN | CLEVELAND OH | 876 | $75.1M | $1.4M |
| 3 | OLLIE'S BARGAIN OUTLET, INC. OLLIE'S BARGAIN OUTLET, INC. 401(K) RETIREMENT PLAN |
HARRISBURG PA |
| 7,389 |
| $36.9M |
| $502K |
| 4 | AUBREY SILVEY ENTERPRISES, INC. AUBREY SILVEY ENTERPRISES, INC. 401(K) PLAN | CARROLLTON GA | 750 | $14.5M | $420K |
| 5 | TOPIDERM, INC. TOPIDERM, INC. 401(K) PLAN | AMITYVILLE NY | 377 | $14.3M | $325K |
