Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 Mutual fund in their Schedule of Assets, totaling $34.8M 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 | CARESOURCE MANAGEMENT SERVICES LLC CARESOURCE MANAGEMENT SERVICES 401(K) RETIREMENT PLAN | DAYTON OH | 4,590 | $511.1M | $27.3M |
| 2 | PROMETHEUS REAL ESTATE GROUP, INC. PROMETHEUS REAL ESTATE GROUP, INC. 401(K) PLAN | SAN MATEO CA | 504 | $69.1M | $4.1M |
| 3 | TENERITY, INC. |
DALLAS TX |
| 125 |
| $150.3M |
| $1.9M |
| 4 | SPINE WAVE, INC. SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SHELTON CT | 59 | $26.3M | $1.4M |
| 5 | BIC CORPORATION BIC CORPORATION HOURLY 401(K) SAVINGS AND INVESTMENT PLAN | SHELTON CT | 116 | $17.3M | $78K |
| 6 | MOTHER LLC MOTHER LLC 401(K) PROFIT SHARING PLAN & TRUST | VERNON CA | 157 | $6.6M | $23K |
