Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Eaton Vance Atlanta Capital SMID-Cap Fund Registered investment company in their Schedule of Assets, totaling $5.2M 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 | VOX MEDIA, LLC VOX MEDIA 401(K) PROFIT SHARING PLAN AND TRUST | WASHINGTON DC | 1,313 | $179.3M | $2.1M |
| 2 | REALTERM US, INC. REALTERM US, INC. 401(K) PLAN | ANNAPOLIS MD | 173 | $24.2M | $1.4M |
| 3 | KAMCO SUPPLY CORPORATION OF NEW ENGLAND KAMCO SUPPLY CORP OF NEW ENGLAND RETIREMENT PLAN |
WALLINGFORD CT |
| 267 |
| $29.6M |
| $1.1M |
| 4 | HUFFY HOLDINGS INC. HUFFY HOLDINGS SAVINGS PLAN | MIAMISBURG OH | 172 | $20.6M | $628K |
| 5 | AZURA LIVING LLC AZURA LIVING LLC 401(K) PROFIT SHARING PLAN & TRUST | MILWAUKEE WI | 230 | $2.6M | $5K |
