Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 122 retirement plans report an interest in this investment, totaling $14.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Carillon Eagle MID CAP Growth, Carillon Eagle MID CAP Growth Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | FRESNO CA | 602 | $201.8M | $4.4M |
| 2 | GGA AGGRESSIVE ALL EQUITY GGA AGGRESSIVE ALL EQUITY | SIOUX FALLS SD | — | $25.8M | $2.9M |
| 3 | GGA AGGRESSIVE BALANCED GGA AGGRESSIVE BALANCED | SIOUX FALLS SD | — | $25.0M | $2.7M |
| 4 | GGA MODERATE BALANCED GGA MODERATE BALANCED | SIOUX FALLS SD | — | $41.4M | $1.6M |
| 5 | GGA CONSERVATIVE BALANCED GGA CONSERVATIVE BALANCED | SIOUX FALLS SD | — | $26.5M | $1.0M |
| 6 | ENGINEERED MACHINED PRODUCTS, INC. ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN | ESCANABA MI | 194 | $36.0M | $750K |
| 7 | DFS FLOORING, INC. DFS FLOORING, INC. 401(K) RETIREMENT PLAN | VAN NUYS CA | 160 | $17.4M | $565K |
| 8 | TAZMANIAN FREIGHT SYSTEMS, INC. TAZMANIAN FREIGHT FORWARDING 401K PLAN | MIDDLEBURG HTS OH | 207 | $14.0M | $508K |
| 9 | ENGINEERED MACHINED PRODUCTS, INC. ENGINEERED MACHINED PRODUCTS, INC. COLLECTIVELY BARGAINED PLAN | ESCANABA MI | 166 | $15.8M | $484K |
| 10 | JON-DON, LLC JON-DON, LLC EMPLOYEES' 401(K) PLAN | HOPEDALE MA | 424 | $27.8M | $446K |
