Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Carillon Eagle Mid-Cap Growth R6 Fund Mutual Fund in their Schedule of Assets, totaling $11.0M 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 | SHORENSTEIN REALTY SERVICES, L.P. THE SHORENSTEIN 401(K) TAX SHELTERED SAVINGS PLAN | SAN FRANCISCO CA | 217 | $134.8M | $7.6M |
| 2 | NORTH COUNTRY HEALTHCARE NORTH COUNTRY HEALTHCARE RETIREMENT PLAN | WHITEFIELD NH | 1,165 | $85.3M | $2.1M |
| 3 | ENKEI AMERICA, INC. ENKEI AMERICA, INC. SAVINGS PLAN |
COLUMBUS IN |
| 613 |
| $33.2M |
| $840K |
| 4 | BRADBURY STAMM CONSTRUCTION, INC. BRADBURY STAMM CONSTRUCTION, INC. 401(K) PLAN | ALBUQUERQUE NM | 222 | $23.2M | $248K |
| 5 | FLEXPORT INC. FLEXPORT INC. RETIREMENT TRUST | SAN FRANCISCO CA | 1,219 | $93.3M | $159K |
| 6 | WESTERN MANAGEMENT, INC. WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN | BROOK PARK OH | 315 | $18.4M | $89K |
| 7 | AMERICAN PET RESORT, LLC PET PARADISE 401(K) PLAN | JACKSONVILLE FL | 1,327 | $2.3M | $11K |
