Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Carillon Carillon Eagle Mid Cap Growth R6 - in their Schedule of Assets, totaling $29.8M 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 | SCHOOLSFIRST FEDERAL CREDIT UNION SCHOOLSFIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | TUSTIN CA | 2,905 | $440.1M | $9.1M |
| 2 | KRAUS-ANDERSON, INCORPORATED KRAUS-ANDERSON, INCORPORATED SAVINGS PLAN | MINNEAPOLIS MN | 521 | $121.5M | $4.5M |
| 3 | PRIMERICA, INC. |
DULUTH GA |
| 2,054 |
| $336.2M |
| $4.4M |
| 4 | THE URBAN INSTITUTE THE URBAN INSTITUTE RETIREMENT PLAN | WASHINGTON DC | 653 | $329.9M | $2.7M |
| 5 | CHG GROUP, INC. CHG GROUP, INC. PROFIT SHARING & 401(K) PLAN | CHANTILLY VA | 825 | $95.6M | $2.3M |
| 6 | STO CORP. STO CORP. EMPLOYEES' RETIREMENT PLAN | ATLANTA GA | 209 | $55.4M | $2.1M |
| 7 | T. A. LOVING COMPANY T. A. LOVING COMPANY 401(K) RETIREMENT PLAN | GOLDSBORO NC | 442 | $30.1M | $1.4M |
| 8 | AMERICAN ENTERPRISE INSTITUTE RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | WASHINGTON DC | 359 | $100.3M | $662K |
| 9 | EPSILYTE HOLDINGS, LLC EPSILYTE HOLDINGS LLC 401(K) PLAN | THE WOODLANDS TX | 157 | $14.3M | $495K |
| 10 | BROOKWOOD FINANCIAL PARTNERS, LLC BROOKWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN | BEVERLY MA | 86 | $13.9M | $468K |
