Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Carillon Eagle Mid Cap Growth Fund Mutual funds in their Schedule of Assets, totaling $2.5M 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 | EQUINITI TRUST COMPANY EQUINITI 401(K) PLAN | NEW YORK NY | 977 | $126.9M | $1.0M |
| 2 | CHARLOTTE PIPE AND FOUNDRY COMPANY CHARLOTTE PIPE AND FOUNDRY COMPANY 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 1,819 | $284.5M | $546K |
| 3 | EQUINITI TRUST COMPANY EQUINITI 401(K) PLAN |
NEW YORK NY |
| 1,183 |
| $85.5M |
| $347K |
| 4 | ARCHROMA U.S., INC. ARCHROMA RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 179 | $38.8M | $311K |
| 5 | KAISERAIR, INC. KAISERAIR, INC. SAVINGS AND PROFIT SHARING PLAN | OAKLAND CA | 157 | $25.8M | $292K |
