Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Eaton Vance Atlanta Mutual Funds in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MATERNAL AND FAMILY HEALTH SERVICES MATERNAL AND FAMILY HEALTH SERVICES RETIREMENT SAVINGS PLAN | WILKES BARRE PA | 185 | $19.1M | $1.1M |
| 2 | BASTION TECHNOLOGIES, INC. BASTION TECHNOLOGIES 401(K) PLAN | HOUSTON TX | 565 | $74.5M | $1.0M |
| 3 | CLOEREN INCORPORATED CLOEREN INCORPORATED 401(K) PLAN |
ORANGE TX |
| 343 |
| $30.6M |
| $357K |
