Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Eaton Vance Atlanta SMID-Cap A Pooled Separate Account in their Schedule of Assets, totaling $715K 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 | PACA, INC. PACA, INC. 401(K) PLAN | CHASKA MN | 341 | $16.7M | $275K |
| 2 | AAA SOUTH JERSEY, INC. AAA SOUTH JERSEY 401(K) PROFIT SHARING PLAN | VOORHEES NJ | 114 | $11.8M | $234K |
| 3 | PACA, INC. PACA, INC. 401(K) PLAN | CHASKA MN |
| 342 |
| $13.7M |
| $206K |