Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Eaton Vance Atlanta Capital Smid-Cap R6 Mutual Fund in their Schedule of Assets, totaling $21.2M 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 | ARCHROCK SERVICES, L.P. ARCHROCK 401(K) PLAN | HOUSTON TX | 1,355 | $199.8M | $16.4M |
| 2 | LEONARD HOLDING COMPANY LEONARD HOLDING COMPANY 401(K) PLAN | SAN ANTONIO TX | 473 | $18.5M | $762K |
| 3 | JONATHAN CLUB JONATHAN CLUB 401(K) PLAN | LOS ANGELES |
| 246 |
| $18.3M |
| $687K |
| 4 | ROTATING MACHINERY SERVICES, INC. ROTATING MACHINERY SERVICES, INC. 401(K) P/S PLAN | BETHLEHEM PA | 433 | $37.2M | $648K |
| 5 | REX LUMBER COMPANY REX LUMBER COMPANY 401(K) SAVINGS & SECURITY PLAN | ACTON MA | 198 | $22.9M | $606K |
| 6 | COLE SCHOTZ P.C. COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN | HACKENSACK NJ | 361 | $136.5M | $553K |
| 7 | INTERNATIONAL UNION OF BRICKLAYERS AND ALLIED CRAFTSMEN LOCAL #8 PENSI INTERNATIONAL UNION OF BRICKLAYERS AND ALLIED CRAFTSMEN LOCAL #8 PENSION PLAN | ITHACA NY | 101 | $20.8M | $400K |
| 8 | OMADA HEALTH, INC. OMADA HEALTH RETIREMENT PLAN | SOUTH SAN FRANCISCO CA | 795 | $45.8M | $390K |
| 9 | PIKE FUELS MANAGEMENT SERVICES L.P. PIKE FUELS 401(K) PLAN | MIDDLETOWN PA | 84 | $42.4M | $317K |
| 10 | ENSTOR GAS, LLC ENSTOR 401(K) RETIREMENT PLAN | HOUSTON TX | 126 | $15.6M | $160K |
