Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Carillon Family of Funds Carillon Eagle Mid-Cap Growth Fund in their Schedule of Assets, totaling $10.7M 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 | BROSE NORTH AMERICA, INC. BROSE NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | AUBURN HILLS MI | 2,508 | $146.6M | $4.0M |
| 2 | BREEZE AVIATION GROUP, INC BREEZE AVIATION GROUP 401(K) TEAM MEMBER PLAN | COTTONWOOD HEIGHTS UT | 2,061 | $40.7M | $1.7M |
| 3 | THE CYPRESS COMPANIES, INC. |
AKRON OH |
| 610 |
| $52.3M |
| $1.3M |
| 4 | RHEINMETALL GROUP RHEINMETALL GROUP USA 401(K) RETIREMENT PLAN | MARINETTE WI | 644 | $70.2M | $1.2M |
| 5 | POWELL'S BOOKS, INC. POWELL'S BOOKS RETIREMENT 401(K) AND SAVINGS PLAN | PORTLAND OR | 312 | $30.5M | $713K |
| 6 | DAVID M. MAINES ASSOCIATES, INC. DAVID M. MAINES & ASSOCIATES, INC. 401(K) PLAN | LEWISTOWN PA | 112 | $22.1M | $627K |
| 7 | PARK INTERMEDIATE HOLDINGS LLC PARK HOTELS & RESORTS 401(K) PLAN | MCLEAN VA | 110 | $28.6M | $533K |
| 8 | INTEGRAL CONSULTING INC. INTEGRAL CONSULTING INC. 401(K) PROFIT SHARING PLAN | BOULDER CO | 242 | $43.1M | $459K |
| 9 | PUGH LUBRICANTS LLC CADENCE PETROLEUM GROUP EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN | ASHEBORO NC | 481 | $34.1M | $125K |
| 10 | CENERGISTIC, LLC CENERGISTIC, LLC PROFIT SHARING PLAN | DALLAS TX | 154 | $23.4M | $68K |
