Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Eaton Vance Eaton Vance Atlanta Capital Smid-Cap A in their Schedule of Assets, totaling $3.4M 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 | TORCON, INC. TORCON, INC. RETIREMENT PLAN | RED BANK NJ | 218 | $103.8M | $1.8M |
| 2 | CASTLELAKE, LP CASTLELAKE, LP RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 162 | $43.9M | $523K |
| 3 | ARTIFLEX MANUFACTURING, INC. ARTIFLEX MANUFACTURING ITS DIVISION 401(K) PLAN |
GRAND RAPIDS MI |
| 241 |
| $17.8M |
| $407K |
| 4 | ARTIFLEX MANUFACTURING, INC. ARTIFLEX MANUFACTURING GERSTCO DIVISION DEFERRED PROFIT SHARING PLAN | WOOSTER OH | 384 | $35.2M | $331K |
| 5 | WINDBER MEDICAL CENTER WINDBER MEDICAL CENTER 403(B) PLAN | WINDBER PA | 526 | $17.5M | $265K |
| 6 | HMC HOSPITALITY GROUP, INC. HMC HOSPITALITY GROUP 401(K) PLAN | CLEARWATER FL | 143 | $7.7M | $96K |
