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 Mutual Fund in their Schedule of Assets, totaling $3.2M 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 | DIVERSE POWER INCORPORATED, AN ELECTRIC MEMBERSHIP CORPORATION DIVERSE POWER 401K PLAN | LAGRANGE GA | 139 | $35.6M | $1.9M |
| 2 | THE WALTON ELECTRIC MEMBERSHIP CORPORATION THE WALTON ELECTRIC MEMBERSHIP CORPORATION 401 K PLAN | MONROE GA | 270 | $66.5M | $538K |
| 3 | SAINT FRANCIS HEALTHCARE SYSTEM |
CAPE GIRARDEAU MO |
| 3,483 |
| $245.8M |
| $422K |
| 4 | PROBABLYMONSTERS INC PROBABLYMONSTERS INC 401(K) PLAN | BELLEVUE WA | 175 | $21.5M | $157K |
| 5 | CALIFORNIA CUSTOM FRUITS & FLAVORS, LLC CALIFORNIA CUSTOM FRUITS & FLAVORS, LLC 401(K) PLAN | IRWINDALE CA | 146 | $10.1M | $81K |
| 6 | THE OSBORN ENGINEERING COMPANY THE OSBORN ENGINEERING COMPANY 401(K) PLAN | CLEVELAND OH | 345 | $18.8M | $51K |
