Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Eaton Vance Atlanta Capital Smid-Cap I Mutual Fund N/A in their Schedule of Assets, totaling $4.2M 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 | BARNARD CONSTRUCTION COMPANY, INC. SAVE MORE RETIREMENT PLAN AND TRUST | BOZEMAN MT | 523 | $127.1M | $3.4M |
| 2 | NATIONS LENDING CORPORATION NATIONS LENDING 401(K) PLAN | INDEPENDENCE OH | 602 | $24.6M | $788K |
