Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Carillon Family of Funds Carillon Eagle Mid-Cap Growth Fund Class R6 in their Schedule of Assets, totaling $13.0M 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 | GKN DRIVELINE NORTH AMERICA, INC. GKN U.S. RETIREMENT SAVINGS PLAN | AUBURN HILLS MI | 3,047 | $394.3M | $10.1M |
| 2 | MELROSE NORTH AMERICA, INC. MELROSE 401(K) SAVINGS PLAN | ATLANTA GA | 5 | $31.6M | $2.1M |
| 3 | ZAZZLE HOLDING INC. ZAZZLE INC. 401(K) PLAN |
MENLO PARK CA |
| 254 |
| $29.7M |
| $318K |
| 4 | THE WITMER GROUP, LLC THE WITMER GROUP RETIREMENT PLAN | MOUNT JOY PA | 205 | $24.8M | $200K |
| 5 | ALMA BANK ALMA BANK 401(K) PROFIT SHARING PLAN | LONG ISLAND CITY NY | 163 | $12.9M | $144K |
| 6 | SOLHEIM LUTHERAN HOME SOLHEIM LUTHERAN HOME 403(B) RETIREMENT PLAN | LOS ANGELES CA | 161 | $7.5M | $110K |
| 7 | SUPERIOR GRAPHITE COMPANY SUPERIOR GRAPHITE CO. EMPLOYEE'S SAVINGS PLAN | CHICAGO IL | 133 | $37.1M | $109K |
