Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Ameritas Life Insurance Corp. Carillon Eagle Mid Cap Growth Fund, Class R6 in their Schedule of Assets, totaling $1.2M 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 | NEBRASKA UROLOGY, PC NEBRASKA UROLOGY 401(K) PLAN | LINCOLN NE | 112 | $21.2M | $751K |
| 2 | OZARK MOTOR LINES, INC OZARK MOTOR LINES, INC 401(K) PLAN & TRUST | MEMPHIS TN | 819 | $17.6M | $336K |
| 3 | AVVALE, INC. AVVALE, INC. 401(K) PROFIT SHARING PLAN |
CHICAGO IL |
| 79 |
| $7.8M |
| $69K |
