Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Eaton Vance-Atlanta Capital SMID-Cap Fund in their Schedule of Assets, totaling $234.9M 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 | NORTHWESTERN MEMORIAL HEALTHCARE NORTHWESTERN MEMORIAL EMPLOYEE 401(K) PRE-TAX SAVINGS PLAN | CHICAGO IL | 38,348 | $5.4B | $53.6M |
| 2 | PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUST PENSION PLAN OF THE PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUST | DES MOINES IA | 1,304 | $331.0M | $50.9M |
| 3 |
MADISON WI |
| — |
| $1.7B |
| $43.7M |
| 4 | DIRECTV ENTERTAINMENT HOLDINGS LLC DIRECTV SAVINGS PLAN MASTER TRUST | EL SEGUNDO CA | — | $569.1M | $20.7M |
| 5 | DIRECTV ENTERTAINMENT HOLDINGS LLC DIRECTV RETIREMENT SAVINGS PLAN | EL SEGUNDO CA | 7,057 | $597.2M | $20.5M |
| 6 | CMFG LIFE INSURANCE COMPANY CMFG LIFE INSURANCE COMPANY REPRESENTED PLAN QUALIFIED TRUST | MADISON WI | — | $409.8M | $9.2M |
| 7 | BROWN RUDNICK LLP BROWN RUDNICK LLP 401K PROFIT SHARING PLAN A | BOSTON MA | 280 | $140.5M | $8.4M |
| 8 | COMMUNITYAMERICA CREDIT UNION COMMUNITYAMERICA CREDIT UNION 401(K) SAVINGS PLAN | LENEXA KS | 1,067 | $577.8M | $5.3M |
| 9 | RADIOLOGY SERVICES, LLC RADIOLOGY SERVICES, LLC EMPLOYEE SAVINGS PLAN | WALLINGFORD CT | 492 | $59.9M | $2.2M |
| 10 | LIBERTY COCA-COLA BEVERAGES LLC LIBERTY COCA-COLA BEVERAGES AND TEAMSTERS LOCAL #125 PENSION PLAN | PHILADELPHIA PA | 309 | $26.6M | $2.1M |
