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 I Mutual Fund in their Schedule of Assets, totaling $7.2M 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 | ECMC GROUP, INC. ECMC GROUP 401(K) PLAN | MINNEAPPOLIS MN | 419 | $190.2M | $4.6M |
| 2 | CHATTAHOOCHEE ENTERPRISES LLC CHATTAHOOCHEE ENTERPRISES RETIREMENT PLAN | ATLANTA GA | 41 | $15.6M | $2.6M |
| 3 | DUTCH OPHTHALMIC USA, INC. DUTCH OPHTHALMIC USA, INC./MICROVISION, INC. 401(K) PLAN |
EXETER NH |
| 92 |
| $6.7M |
| $40K |
