Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Carillion Eagle Mid Cap Growth Fund Class R6 in their Schedule of Assets, totaling $257K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OPTERRA SOLUTIONS, INC. OPTERRA SOLUTIONS, INC. 401(K) | LEXINGTON SC | 288 | $10.7M | $177K |
| 2 | BELLWETHER ASSET MANAGEMENT, INC. BELLWETHER ASSET MANAGEMENT 401(K) PLAN | EL SEGUNDO CA | 213 | $12.6M | $79K |
