Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Carillon Eagle Carillon Eagle Mid Cap Growth in their Schedule of Assets, totaling $5.1M 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 | SEI-SERVICES, LLC SEI 401(K) PLAN | CINCINNATI OH | 597 | $89.0M | $1.9M |
| 2 | SEI-SERVICES LLC SEI-SERVICES LLC 401K PLAN | CINCINNATI OH | 515 | $53.3M | $1.6M |
| 3 | RIDDLE'S GROUP, INC. RIDDLE'S GROUP, INC. RETIREMENT SAVINGS PLAN | RAPID CITY |
| 538 |
| $40.5M |
| $1.2M |
| 4 | OLIVER TECHNOLOGIES, INC. OLIVER TECHNOLOGIES, INC. 401K PLAN | HOHENWALD TN | 249 | $10.3M | $151K |
| 5 | IEX GROUP, INC IEX GROUP, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 162 | $27.5M | $110K |
| 6 | NORTHWEST INDIANA LIGHTHOUSE CHARTER SCHOOL NORTHWEST INDIANA LIGHTHOUSE CHARTER SCHOOL 401(K) PLAN | GARY IN | 260 | $2.3M | $43K |