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 shares in their Schedule of Assets, totaling $4.5M 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 | BOARD OF TRUSTEES OF I.B.E.W. LOCAL 241 PENSION PLAN I.B.E.W. LOCAL 241 PENSION PLAN | ITHACA NY | 128 | $27.3M | $3.4M |
| 2 | IBEW LOCAL UNION 241 IBEW LOCAL #241 WELFARE BENEFITS PLAN | ITHACA NY | 170 | $12.7M | $1.1M |
