Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Carillon Carillon Eagle Mid Cap Growth in their Schedule of Assets, totaling $4.1M 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 | THE HENRY M. JACKSON FOUNDATION FOR THE ADV OF MILITARY MEDICINE, INC. HENRY M. JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | BETHESDA MD | 2,718 | $616.3M | $2.5M |
| 2 | MCKIM & CREED, INC. MCKIM & CREED, INC. 401(K) PLAN | RALEIGH NC | 867 | $51.8M | $1.5M |
| 3 | NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL |
DRESDEN TN |
| 227 |
| $5.8M |
| $136K |