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 I in their Schedule of Assets, totaling $11.1M 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 | EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION EGA MONEY PURCHASE PENSION PLAN | JERSEY CITY NJ | 351 | $118.7M | $5.2M |
| 2 | URBAN SCIENCE APPLICATIONS, INC. URBAN SCIENCE APPLICATIONS, INC. 401(K) PROFIT SHARING PLAN | DETROIT MI | 512 | $161.3M | $1.9M |
| 3 | STAN KOCH & SONS TRUCKING, INC. |
MINNEAPOLIS MN |
| 1,435 |
| $53.6M |
| $1.6M |
| 4 | HAVERFORD COLLEGE HAVERFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | HAVERFORD PA | 1,160 | $260.0M | $1.4M |
| 5 | NEXUS FAMILY HEALING NEXUS RETIREMENT PLAN | PLYMOUTH MN | 1,282 | $53.9M | $842K |
| 6 | PREMIER HEALTH CONSULTANTS, LLC PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN | BATON ROUGE LA | 1,197 | $34.4M | $14K |
| 7 | VALUEMOMENTUM, INC. VALUEMOMENTUM 401(K) PLAN | PISCATAWAY NJ | 626 | $42.6M | $7K |
| 8 | CO-OPPORTUNITY CONSUMERS' CO-OP, INC. CO-OPPORTUNITY 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 65 | $4.3M | $2K |
| 9 | HOWARD LEASING, INC. HOWARD LEASING, INC. 401(K) PROFIT SHARING PLAN | BRADENTON FL | 292 | $4.5M | $2K |
