Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Carillon Eagle Mid Cap Growth Fund; Class R6 in their Schedule of Assets, totaling $34.5M 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 | PRESBYTERIAN HEALTHCARE SERVICES PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN | ALBUQUERQUE NM | 12,160 | $967.8M | $6.7M |
| 2 | OPTIV SECURITY INC. OPTIV SECURITY INC. 401(K) RETIREMENT SAVING PLAN | DENVER CO | 1,790 | $263.2M | $2.8M |
| 3 | PRESBYTERIAN HEALTHCARE SERVICES |
ALBUQUERQUE NM |
| 12,159 |
| $531.3M |
| $2.8M |
| 4 | LIGHTBOX EMPLOYER, L.L.C. LIGHTBOX EMPLOYER, L.L.C. RETIREMENT PLAN | SHELTON CT | 484 | $89.8M | $2.7M |
| 5 | COHESITY, INC. COHESITY, INC. 401(K) PLAN | SAN JOSE CA | 2,153 | $142.7M | $2.5M |
| 6 | ORTHOPAEDIC ASSOCIATES OF MICHIGAN ORTHOPAEDIC ASSOCIATES OF MICHIGAN PROFIT SHARING AND SAVINGS PLAN | GRAND RAPIDS MI | 399 | $95.0M | $1.9M |
| 7 | AMERICAN SPECIALTY HEALTH INCORPORATED AMERICAN SPECIALTY HEALTH INCORPORATED 401(K) SAVINGS PLAN | SAN DIEGO CA | 1,788 | $136.2M | $1.4M |
| 8 | DEXTER AXLE COMPANY DEXTER 401(K) RETIREMENT SAVINGS PLAN | ELKHART IN | 2,543 | $156.8M | $1.4M |
| 9 | WIESER BROTHERS GENERAL CONTRACTOR, INC. WIESER BROTHERS GENERAL CONTRACTOR, INC. 401(K)/PROFIT SHARING PLAN | LA CRESCENT MN | 164 | $35.4M | $1.2M |
| 10 | JONES DAIRY FARM JONES DAIRY FARM THRIFT PLAN | FORT ATKINSON WI | 176 | $31.4M | $1.1M |
