Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Eaton Vance Atlanta Capital SMID-Cap Fund Mutual Fund NR in their Schedule of Assets, totaling $2.6M 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 | CLIENT SOLUTION ARCHITECTS LLC CLIENT SOLUTION ARCHITECTS 401(K) PLAN | VIRGINIA BEACH VA | 734 | $43.1M | $1.5M |
| 2 | NATIONAL RIFLE ASSOCIATION OF AMERICA NATIONAL RIFLE ASSOCIATION OF AMERICA 401(K) PLAN | FAIRFAX VA | 382 | $92.2M | $1.1M |
