Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Eaton Vance Eaton Vance-Atlanta Capital SMID-Cap Fund - R6 in their Schedule of Assets, totaling $9.2M 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 401(A) RETIREMENT PLAN | VIRGINIA BEACH VA | 21,103 | $159.8M | $5.6M |
| 2 | TELADOC HEALTH, INC. TELADOC HEALTH 401(K) PLAN | NEW YORK NY | 3,324 | $305.9M | $3.2M |
| 3 | SYMPHONY COMMUNICATION SERVICES LLC SYMPHONY 401(K) PLAN |
| 128 |
| $14.4M |
| $361K |
| 4 | BERTRAND CHAFFEE HOSPITAL, INC. BERTRAND CHAFFEE HOSPITAL 403 B RETIREMENT PLAN | SPRINGVILLE NY | 217 | $8.5M | $18K |
