Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Eaton Vance Eaton Vance Atlanta Capital SMID-Cap Fund Cl R6 in their Schedule of Assets, totaling $122.4M 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 | SENTARA HEALTH SENTARA 403(B) SAVINGS PLAN | VIRGINIA BEACH VA | 30,766 | $3.7B | $112.7M |
| 2 | SENTARA HOLDINGS, INC. SENTARA 401(K) SAVINGS PLAN | VIRGINIA BEACH VA | 3,952 | $435.4M | $8.7M |
| 3 | SENTARA HEALTH TIDEWATER HEALTH CARE, INC. 401(A) RETIREMENT PLAN |
VIRGINIA BEACH VA |
| 230 |
| $14.2M |
| $1.1M |
