Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Carillon Eagle MdCp Growth R6 Registered Investment Company in their Schedule of Assets, totaling $34.8M 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 | PELLA CORPORATION PELLA CORPORATION MASTER TRUST | PELLA IA | — | $1.1B | $23.7M |
| 2 | FOSTER, SWIFT, COLLINS & SMITH, P.C. FOSTER, SWIFT, COLLINS & SMITH, P.C. EMPLOYEE PROFIT SHARING PLAN | LANSING MI | 203 | $82.7M | $3.5M |
| 3 | ASPLUNDH TREE EXPERT, LLC VEGETATION AND UTILITY SERVICES EMPLOYEES 401(K) SAVINGS PLAN |
WILLOW GROVE PA |
| 22,463 |
| $323.4M |
| $3.3M |
| 4 | RADIAL HOLDINGS, L.P. RADIAL RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 3,442 | $125.2M | $2.3M |
| 5 | METROLINA NEPHROLOGY ASSOCIATES, P.A. METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN | CHARLOTTE NC | 220 | $60.0M | $1.5M |
| 6 | VALLEY STRONG CREDIT UNION VALLEY STRONG CREDIT UNION PLAN AND TRUST | BAKERSFIELD CA | 574 | $44.7M | $406K |
| 7 | VINYL NORTHWEST, LLC DBA PELLA-VINYL PORTLAND OPERATIONS PELLA-VINYL PORTLAND OPERATIONS 401(K) PLAN | PORTLAND OR | 177 | $2.3M | $50K |
