Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Eaton Vance Atlanta Capital Smid-Cap Fund Mutual fund in their Schedule of Assets, totaling $184.7M 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 | THE CLOROX COMPANY THE CLOROX COMPANY 401(K) PLAN | OAKLAND CA | 5,521 | $2.3B | $144.5M |
| 2 | KNORR-BREMSE KNORR BRAKE 401(K) RETIREMENT AND SAVINGS PLAN | WATERTOWN NY | 2,068 | $251.5M | $17.9M |
| 3 | ZSCALER, INC. ZSCALER, INC. 401(K) PLAN |
| 2,878 |
| $340.6M |
| $9.3M |
| 4 | KING INDUSTRIES, INC. KING INDUSTRIES, INC. 401(K) RETIREMENT PLAN | NORWALK CT | 258 | $43.9M | $2.2M |
| 5 | REHAB EMPLOYEE SERVICES, LLC REHAB EMPLOYEE SERVICES 401(K) PLAN | BIRMINGHAM AL | 7,323 | $208.6M | $1.7M |
| 6 | AMPLIFY EDUCATION, INC. AMPLIFY EDUCATION, INC. 401(K) PLAN | BROOKLYN NY | 1,786 | $169.0M | $1.4M |
| 7 | GHIRARDELLI CHOCOLATE COMPANY GHIRARDELLI CHOCOLATE COMPANY 401(K) RETIREMENT & SAVINGS PLAN | SAN LEANDRO CA | 886 | $116.2M | $1.2M |
| 8 | CLARE ROSE, INC. CLARE ROSE, INC. PROFIT SHARING AND 401(K) PLAN | EAST YAPHANK NY | 136 | $22.5M | $1.2M |
| 9 | THE CLOROX COMPANY THE CLOROX COMPANY EE RETIREMENT INVESTMENT PLAN FOR PUERTO RICO | OAKLAND CA | 66 | $21.4M | $849K |
| 10 | STEM, INC. STEM, INC. 401(K) PLAN | SAN FRANCISCO CA | 425 | $27.2M | $644K |
