Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Eaton Vance Eaton Vance Atlanta Capital SMID-Cap Fund in their Schedule of Assets, totaling $9.3M 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 | QUICKBASE, INC. QUICKBASE, INC 401(K) PLAN | BOSTON MA | 587 | $73.8M | $2.5M |
| 2 | WESTERN NEW ENGLAND UNIVERSITY WESTERN NEW ENGLAND UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SPRINGFIELD MA | 865 | $287.5M | $1.7M |
| 3 | H & T WATERBURY, LLC H&T WATERBURY, LLC 401(K) PLAN |
WATERBURY CT |
| 401 |
| $25.4M |
| $1.5M |
| 4 | H & T WATERBURY, INC. H&T WATERBURY, INC. 401(K) PLAN | WATERBURY CT | 429 | $24.3M | $1.4M |
| 5 | RICARDO LLC RICARDO LLC 401(K) RETIREMENT PLAN | VAN BUREN TOWNSHIP MI | 333 | $77.6M | $844K |
| 6 | JEL SERT COMPANY JEL SERT COMPANY INCENTIVE SAVINGS PLAN | WEST CHICAGO IL | 245 | $41.9M | $374K |
| 7 | FM SYLVAN, INC. FM SYLVAN, INC. 401(K) SAVINGS PLAN | SOUTHFIELD MI | 166 | $10.4M | $369K |
| 8 | OPEN DOOR FAMILY MEDICAL CENTER, INC. ODFMC, INC. 401(K) PLAN | OSSINING NY | 535 | $37.9M | $352K |
| 9 | LAWSON OPERATING COMPANY, LLC THE LAWSON COMPANIES 401(K) PLAN | NORFOLK VA | 199 | $15.5M | $131K |
| 10 | SIGNATURE RETAIL SERVICES, INC. SIGNATURE RETAIL SERVICES, INC. 401(K) PROFIT SHARING PLAN | AURORA IL | 462 | $7.9M | $79K |
