Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Eaton Vance Atlanta Capital SMID Fund Mutual Fund in their Schedule of Assets, totaling $19.5M 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 | WESTFIELD, LLC WESTFIELD, LLC 401(K) PLAN | CENTURY CITY CA | 408 | $230.2M | $19.5M |
