Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Carillon Family of Funds Carillon Eagle Mid Cap Growth R6 in their Schedule of Assets, totaling $8.2M 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 | PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN | ANAHEIM CA | 569 | $51.1M | $2.4M |
| 2 | GENERAL ATLANTIC SERVICE COMPANY, L.P. GENERAL ATLANTIC SERVICE COMPANY, L.P. RETIREMENT PLAN | NEW YORK NY | 420 | $128.2M | $2.1M |
| 3 | ANTECH SYSTEMS, INC. |
CHESAPEAKE VA |
| 170 |
| $32.7M |
| $1.7M |
| 4 | ENTRATA, INC. ENTRATA 401(K) PLAN | LEHI UT | 1,278 | $60.9M | $608K |
| 5 | CHALLENGE MFG. HOLDINGS CHALLENGE MFG. COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN | WALKER MI | 2,860 | $90.9M | $574K |
| 6 | DANIEL DEFENSE, LLC DANIEL DEFENSE, LLC EMPLOYEES SAVINGS PLAN | BLACKCREEK GA | 273 | $18.1M | $224K |
| 7 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC FIRST EAGLE INVESTMENTS 401(K) PLAN | NEW YORK NY | 584 | $216.6M | $196K |
| 8 | HILITE INTERNATIONAL HILITE 401(K) RETIREMENT & SAVINGS PLAN | WHITEHALL MI | 282 | $30.1M | $143K |
| 9 | THE EMPLOYER GROUP, INC. THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN | VERONA WI | 693 | $30.9M | $108K |
| 10 | CAPE HENRY COLLEGIATE SCHOOL CAPE HENRY COLLEGIATE RETIREMENT PLAN | VIRGINIA BEACH VA | 178 | $32.6M | $97K |
