Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding CARILLON EAGLE MID CAP GR - A in their Schedule of Assets, totaling $3.9M 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 | THERMOS L.L.C. THERMOS L.L.C. TAX REDUCTION INVESTMENT PLAN | SCHAUMBURG IL | 99 | $24.4M | $1.1M |
| 2 | BLACK ANGUS STEAKHOUSES, LLC BLACK ANGUS STEAKHOUSES, LLC SAVINGS AND INVESTMENT PLAN | BURBANK CA | 2,463 | $15.7M | $757K |
| 3 | NEXCARE HEALTH SYSTEMS, LLC NEXCARE HEALTH SYSTEMS, LLC RETIREMENT SAVINGS PLAN |
BRIGHTON MI |
| 1,982 |
| $22.8M |
| $593K |
| 4 | INSIGHTLY, INC. INSIGHTLY, INC. 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 75 | $7.4M | $189K |
| 5 | INDEPENDENT LIVING ASSOCIATION INDEPENDENT LIVING PROFIT SHARING PLAN - NON UNION | BROOKLYN NY | 134 | $5.4M | $187K |
| 6 | TAHER, INC. TAHER, INC. 401(K) PLAN | MINNETONKA MN | 1,800 | $15.0M | $186K |
| 7 | PRO-TEC FIRE SERVICES, INC. PRO-TEC FIRE SERVICES, INC. RETIREMENT SAVINGS PLAN | APPLETON WI | 245 | $7.1M | $150K |
| 8 | LUXURY BRAND PARTNERS LLC LUXURY BRAND PARTNERS LLC 401(K) PLAN | MIAMI FL | 215 | $10.1M | $127K |
| 9 | REVENUE AUTHORITY OF PRINCE REVENUE AUTHORITY OF P.G. COUNTY 401K PLAN | LARGO MD | 86 | $5.2M | $127K |
| 10 | OAK HALL INDUSTRIES, LP OAK HALL INDUSTRIES, LP 401(K) PLAN | SALEM VA | 316 | $6.0M | $112K |
