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 Class I in their Schedule of Assets, totaling $6.6M 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 | F & P AMERICA MANUFACTURING, INC. F & P AMERICA MANUFACTURING, INC. RETIREMENT SAVINGS PLAN | TROY OH | 1,776 | $79.5M | $6.5M |
| 2 | SANITAS USA, INC. SANITAS USA, INC. 401(K) PLAN | DORAL FL | 2,102 | $21.5M | $110K |
| 3 | GUIDEWELL SANITAS I LLC GUIDEWELL SANITAS I, LLC 401(K) PLAN |
MIAMI FL |
| 1,611 |
| $7.8M |
| $1K |
