Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Eaton Vance Atlanta Capital SMID-Cap R6 Mutual funds in their Schedule of Assets, totaling $2.0M 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 | APELLIS PHARMACEUTICALS, INC. APELLIS PHARMACEUTICALS, INC. 401(K) PLAN | WALTHAM MA | 615 | $88.0M | $1.3M |
| 2 | GULFSIDE CASINO PARTNERSHIP GULFSIDE CASINO PARTNERSHIP 401(K) PLAN | GULFPORT MS | 1,417 | $21.8M | $770K |
