Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Eaton Vance Investments Atlanta Capital Small Mid Cap Fund in their Schedule of Assets, totaling $740K 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 | INTERLOCK INDUSTRIES, INC. INTERLOCK INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 929 | $38.8M | $740K |
