Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 " in their Schedule of Assets, totaling $5.2M 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 | INSIGHT INVESTMENTS CORP. INSIGHT INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 285 | $46.9M | $1.8M |
| 2 | INSIGHT INVESTMENTS, LLC INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 288 | $40.5M | $1.5M |
| 3 | YOKOHAMA OFF HIGHWAY TIRES AMERICA, INC. |
CHARLOTTE NC |
| 142 |
| $16.6M |
| $504K |
| 4 | PLOTE CONSTRUCTION, INC. THE PLOTE COMPANIES 401(K) PLAN | HOFFMAN ESTATES IL | 138 | $24.9M | $458K |
| 5 | CHELOS MANAGEMENT COMPANY, INC. CHELO'S 401(K) PLAN | CUMBERLAND RI | 238 | $10.2M | $390K |
| 6 | USFALCON, INC. USFALCON, INC. 401(K) PROFIT SHARING PLAN & TRUST | CARY NC | 242 | $33.2M | $362K |
| 7 | READYCAP COMMERCIAL, LLC READYCAP COMMERCIAL 401(K) PLAN | BERKELEY HEIGHTS NJ | 214 | $23.8M | $246K |
| 8 | PROFESSIONAL AMBULANCE & OXYGEN SERVICE, INC. PROFESSIONAL AMBULANCE 401(K) PROFIT SHARING PLAN | CAMBRIDGE MA | 145 | $10.2M | $6K |
