Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Carillon Family of Funds Carillon Scout Mid Cap R5 Fund in their Schedule of Assets, totaling $476K 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 | HEBREW HOME FOR THE AGED AT RIVERDALE HEBREW HOME FOR THE AGED AT RIVERDALE RETIREMENT INCOME PLAN | RIVERDALE NY | 38 | $21.4M | $476K |
