Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Eaton Vance Atlanta Capital SMID-Cap Fund Mutual Funds in their Schedule of Assets, totaling $3.4M 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 | SITELOGIQ, INC SITELOGIQ, INC. 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 477 | $44.6M | $1.6M |
| 2 | TRINITY VALLEY SCHOOL TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY | FORT WORTH TX | 196 | $41.6M | $1.4M |
| 3 | JWD GROUP, INC. JWD GROUP, INC. 401(K) PLAN |
TONAWANDA NY |
| 255 |
| $33.9M |
| $455K |
