Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Eaton Vance Eaton Vance Atlanta Capital SMID-Cap I # in their Schedule of Assets, totaling $16.4M 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 | ALTAIR ENGINEERING, INC. ALTAIR SALARY REDUCTION PROFIT SHARING PLAN | TROY MI | 1,006 | $262.8M | $12.8M |
| 2 | NASA FEDERAL CREDIT UNION NASA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN & TRUST | BOWIE MD | 399 | $71.7M | $3.0M |
| 3 | FIRST SERVICE CREDIT UNION |
HOUSTON TX |
| 269 |
| $17.1M |
| $455K |
| 4 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $172K |
| 5 | ARCELORMITTAL TAILORED BLANKS AMERICAS CORPORATION ARCELORMITTAL TAILORED BLANKS 401(K) PLAN | DETROIT MI | 200 | $9.9M | $43K |
