Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Eaton Vance Atlanta Capital SMID-Cap Fund; I Shares Mutual Fund in their Schedule of Assets, totaling $4.0M 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 | INTEGER HOLDINGS CORPORATION INTEGER 401(K) PLAN | PLANO TX | 4,488 | $551.4M | $4.0M |
