Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Eaton Vance Atlanta Capital SMID-Cap # in their Schedule of Assets, totaling $43.5M 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 | IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEES IBEW LOCAL UNION NO. 22/NECA DEFINED BENEFIT PENSION FUND, PLAN A | OMAHA NE | 1,452 | $209.8M | $23.8M |
| 2 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $15.9M |
| 3 | CONCORD MANAGEMENT, LTD. |
MAITLAND FL |
| 498 |
| $39.1M |
| $2.5M |
| 4 | MWW GROUP LLC MWW GROUP 401(K) PLAN | HASBROUCK HEIGHTS NJ | 175 | $23.1M | $730K |
| 5 | DENVER BRONCOS TEAM, LLC DENVER BRONCOS 401(K) PLAN | ENGLEWOOD CO | 305 | $50.4M | $217K |
| 6 | FRIENDSHIP SENIOR OPTIONS, NFP FRIENDSHIP SENIOR OPTIONS, NFP 401K SAVINGS & RETIREMENT PLAN | SCHAUMBURG IL | 721 | $15.9M | $152K |
| 7 | CHILD TRENDS, INC. CHILD TRENDS 403(B) PLAN | ROCKVILLE MD | 246 | $50.9M | $115K |
| 8 | TCN BEHAVIORAL HEALTH SERVICES, INC. TCN BEHAVIORAL HEALTH SERVICES, INC. 401(K) PLAN | FAIRBORN OH | 231 | $12.1M | $95K |
| 9 | NORCO INDUSTRIES, INC. NORCO INDUSTRIES, INC. 401(K) PLAN | COMPTON IN | 694 | $6.3M | $32K |
