Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Eaton Vance Atlanta Capital Smid-Cap I Registered Investment Company in their Schedule of Assets, totaling $2.1M 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 | APPLIED AEROSPACE STRUCTURES CORP. APPLIED AEROSPACE 401(K) SAVINGS PLAN | STOCKTON CA | 519 | $59.0M | $1.1M |
| 2 | MCELROY METAL, INC. MCELROY METAL MILL, INC. PROFIT SHARING & 401(K) PLAN | SHREVEPORT LA | 664 | $69.3M | $736K |
| 3 | GOLDBERG COMPANIES, INC. GOLDBERG COMPANIES, INC. 401(K) PLAN |
BEACHWOOD OH |
| 262 |
| $13.4M |
| $214K |
| 4 | TITAN PRODUCTION EQUIPMENT, LLC TITAN PRODUCTION EQUIPMENT 401(K) SAVINGS PLAN | THE WOODLANDS TX | 202 | $12.5M | $71K |
| 5 | SANDIA AREA FEDERAL CREDIT UNION SANDIA AREA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 182 | $6.5M | $10K |
| 6 | SUPERIOR STEEL, LLC DBA SUPERIOR STEEL FABRICATION SUPERIOR STEEL PROFIT SHARING 401(K) PLAN | EUGENE OR | 109 | $8.0M | $2K |
