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 R6 Fund in their Schedule of Assets, totaling $983K 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 | INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 403(B) RETIREMENT PLAN FOR IGHL & CDD | EAST MORICHES NY | 3,448 | $57.2M | $920K |
| 2 | CITIZENS STATE BANK CITIZENS STATE BANK 401(K) SAVINGS PLAN | SOMERVILLE TX | 145 | $22.3M | $63K |
