Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Eaton Vance Atlanta Capital Smid-Cap R6 Mutual fund N/A in their Schedule of Assets, totaling $1.4M 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 | CLEARFIELD, INC. CLEARFIELD, INC. 401(K) PLAN & TRUST | BROOKLYN PARK MN | 251 | $44.3M | $896K |
| 2 | CALTROL, INC CALTROL, INC. 401K SAVINGS PLAN | LAS VEGAS NV | 307 | $27.3M | $223K |
| 3 | KTI INC. KTI INC. 401(K) PROFIT SHARING PLAN AND TRUST |
| 772 |
| $28.8M |
| $166K |
| 4 | COMMUNITY NATIONAL BANK COMMUNITY NATIONAL BANK 401K PLAN | MIDLAND TX | 234 | $32.0M | $76K |
