Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Eaton Vance Atlanta Capital SMID-Cap Fund in their Schedule of Assets, totaling $50.9M 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 | DIRECTV ENTERTAINMENT HOLDINGS LLC DIRECTV SAVINGS PLAN MASTER TRUST | EL SEGUNDO CA | — | $569.1M | $20.7M |
| 2 | DIRECTV ENTERTAINMENT HOLDINGS LLC DIRECTV RETIREMENT SAVINGS PLAN | EL SEGUNDO CA | 7,057 | $597.2M | $20.5M |
| 3 | COMMUNITYAMERICA CREDIT UNION COMMUNITYAMERICA CREDIT UNION 401(K) SAVINGS PLAN |
LENEXA KS |
| 1,067 |
| $577.8M |
| $5.3M |
| 4 | RADIOLOGY SERVICES, LLC RADIOLOGY SERVICES, LLC EMPLOYEE SAVINGS PLAN | WALLINGFORD CT | 492 | $59.9M | $2.2M |
| 5 | SMALLEY STEEL RING CO SMALLEY USA 401K RETIREMENT SAVINGS PLAN | LAKE ZURICH IL | 558 | $98.9M | $888K |
| 6 | NINE ENERGY SERVICE, LLC NINE ENERGY SERVICE 401(K) PLAN | HOUSTON TX | 1,077 | $59.7M | $851K |
| 7 | EASTERN ALLOYS, INC. EASTERN ALLOYS, INC. PENSION PLAN AND TRUST AGREEMENT | MAYBROOK NY | 8 | $9.2M | $266K |
| 8 | THE THACHER SCHOOL THE THACHER SCHOOL DC RETIREMENT PLAN | OJAI CA | 133 | $43.2M | $130K |
| 9 | FAMILY SERVICES, INC. EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC. | WINSTON-SALEM NC | 16 | $2.3M | $94K |
