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 R in their Schedule of Assets, totaling $2.3M 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 | SCOTT-MCRAE AUTOMOTIVE GROUP, LLLP SCOTT-MCRAE AUTOMOTIVE GROUP, LLLP 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 622 | $41.3M | $1.9M |
| 2 | CLEARCAPITAL.COM, INC. CLEARCAPITAL 401(K) PLAN | RENO NV | 288 | $33.2M | $198K |
| 3 | SCOTT CREDIT UNION SCOTT CREDIT UNION 401(K) PLAN |
EDWARDSVILLE IL |
| 340 |
| $20.7M |
| $127K |
| 4 | REEVES HARDWARE COMPANY, INC. REEVES HARDWARE COMPANY RETIREMENT PLAN | CLAYTON GA | 103 | $6.3M | $28K |
