Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 60 U.S. retirement plans report holding Carillon Eagle Mid-Cap Growth R6 Mutual Fund in their Schedule of Assets, totaling $66.4M 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 | TOTALENERGIES FINANCE USA, INC TOTALENERGIES FINANCE USA, INC. EMPLOYEE SAVINGS PLAN | HOUSTON TX | 2,475 | $788.4M | $26.2M |
| 2 | AQUENT LLC AQUENT LLC 401(K) PLAN | BOSTON MA | 3,822 | $333.1M | $7.9M |
| 3 | MILES & STOCKBRIDGE P.C. MILES & STOCKBRIDGE RETIREMENT PLAN |
BALTIMORE MD |
| 385 |
| $195.4M |
| $4.3M |
| 4 | FROSS ZELNICK LEHRMAN & ZISSU, P.C. FROSS ZELNICK LEHRMAN & ZISSU, P.C. 401(K) & PROFIT SHARING PLAN | NEW YORK NY | 175 | $52.9M | $2.8M |
| 5 | MARK THOMAS & COMPANY, INC. MARK THOMAS & COMPANY, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 407 | $65.2M | $2.3M |
| 6 | GOLDENTREE ASSET MANAGEMENT, LP GOLDENTREE ASSET MANAGEMENT RETIREMENT PLAN | NEW YORK NY | 282 | $75.3M | $1.9M |
| 7 | JIM ELLIS ATLANTA, INC. JIM ELLIS ATLANTA, INC. 401(K) PLAN | ATLANTA GA | 1,353 | $62.4M | $1.7M |
| 8 | EXCELITAS TECHNOLOGIES EXCELITAS TECHNOLOGIES SAVINGS PLAN | BILLERICA MA | 1,037 | $173.7M | $1.7M |
| 9 | AMBARELLA CORPORATION AMBARELLA CORP. 401(K) PLAN | SANTA CLARA CA | 262 | $72.2M | $1.6M |
| 10 | YONKERS CONTRACTING COMPANY, INC. YONKERS CONTRACTING COMPANY, INC. PROFIT SHARING AND INCENTIVE SAVINGS PLAN | YONKERS NY | 155 | $47.2M | $1.4M |
