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 Capital SMID-Cap Fund N/A in their Schedule of Assets, totaling $1.7M 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 | NEW MEXICO MUTUAL CASUALTY COMPANY NEW MEXICO MUTUAL 401(K) PLAN | ALBUQUERQUE NM | 146 | $26.7M | $926K |
| 2 | BUILTWELL BANCORP INC. BUILTWELL BANCORP INC. 401(K) PLAN | CHATTANOOGA TN | 246 | $22.0M | $733K |
