Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Eaton Vance Eaton Vance Atlanta Cap SMID I in their Schedule of Assets, totaling $8.3M 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 | FRANKLIN UNIVERSITY FRANKLIN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | COLUMBUS OH | 548 | $114.3M | $7.4M |
| 2 | FRANKLIN UNIVERSITY FRANKLIN UNIVERSITY TAX DEFERRED ANNUITY PLAN | COLUMBUS OH | 241 | $19.2M | $951K |
