Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Carillon Eagle Mid Cap Growth Fund class R6 Mutual Funds in their Schedule of Assets, totaling $3.3M 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 | SAREPTA THERAPEUTICS, INC. SAREPTA THERAPEUTICS, INC. 401(K) PLAN | CAMBRIDGE MA | 1,354 | $202.5M | $2.2M |
| 2 | GRAND LODGE OF F&A MASONS OF CA & RELATED ENTITIES CALIFORNIA MASONIC RETIREMENT PLAN II | SAN FRANCISCO CA | 650 | $49.1M | $522K |
| 3 | GRANITE GROUP RETIREMENT LLC |
STAMFORD CT |
| 239 |
| $21.2M |
| $306K |
| 4 | BOYDS, L.P. BOYDS, L.P. 401(K) & PROFIT SHARING PLAN | PHILADELPHIA PA | 111 | $7.6M | $133K |
| 5 | GGA RETIREMENT LLC GGA 401(K) PEP | STAMFORD CT | 215 | $15.6M | $66K |
| 6 | GRANITE GROUP RETIREMENT LLC GRANITE GROUP 401(K) PEP | STAMFORD CT | 215 | $15.6M | $66K |