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 in their Schedule of Assets, totaling $2.8M 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 | PACIFIC REALTY ASSOCIATES, L.P. PACIFIC REALTY ASSOCIATES, L.P. RETIREMENT PLAN & TRUST | PORTLAND OR | 117 | $50.4M | $2.2M |
| 2 | THE HAVERFORD SCHOOL THE HAVERFORD SCHOOL 403(B) PLAN | HAVERFORD PA | 192 | $101.5M | $423K |
| 3 | ACOUSTI ENGINEERING COMPANY OF FLORIDA |
ORLANDO FL |
| 534 |
| $33.0M |
| $172K |
