Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Eaton Vance Atlanta Capital SMID-Cap R Mutual fund n/a in their Schedule of Assets, totaling $66K 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 | AMAX ENGINEERING CORPORATION AMAX PROFIT SHARING 401(K) PLAN | FREMONT CA | 136 | $25.7M | $66K |
