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 GRTH GM MUTUAL FUNDS in their Schedule of Assets, totaling $19.3M 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 | SORENSON COMMUNICATIONS LLC. SORENSON COMMUNICATIONS, LLC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 6,108 | $316.5M | $8.4M |
| 2 | MASHANTUCKET PEQUOT TRIBE MASHANTUCKET PEQUOT TRIBE 401(K) RETIREMENT PLAN | MASHANTUCKET CT | 4,288 | $424.9M | $8.1M |
| 3 | P. L. MARKETING INC. |
NEWPORT KY |
| 2,239 |
| $49.7M |
| $1.5M |
| 4 | WOLFE AUTOMOTIVE GROUP, LLC WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN | KANSAS CITY MO | 415 | $24.1M | $983K |
| 5 | REYNOLDS FARM EQUIPMENT, INC. REYNOLDS FARM EQUIPMENT, INC. 401(K) PLAN | ATLANTA IN | 251 | $15.8M | $237K |
