Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Eaton Vance Management Eaton Vance Atlanta Capital SMID-Cap Fund in their Schedule of Assets, totaling $468K 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 | EXPEL, INC. EXPEL, INC. 401(K) PLAN | HERNDON VA | 419 | $38.9M | $243K |
| 2 | PDQ ENTERPRISES, INC. PDQ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 247 | $14.3M | $224K |
