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 R6 Mutual fund in their Schedule of Assets, totaling $3.1M 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 | BIC CORPORATION BIC CORPORATION SALARIED 401(K) SAVINGS AND INVESTMENT PLAN | SHELTON CT | 590 | $216.6M | $2.1M |
| 2 | ALBANY LAW SCHOOL ALBANY LAW SCHOOL RETIREMENT PLAN | ALBANY NY | 107 | $89.5M | $745K |
| 3 | FIRST CITIZENS FEDERAL CREDIT UNION FIRST CITIZENS' FEDERAL CREDIT UNION 401(K) PLAN |
FAIRHAVEN MA |
| 138 |
| $12.4M |
| $233K |
