Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Carillon Scout Mid Cap Fund, Class I Mutual Fund in their Schedule of Assets, totaling $6.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WHEELABRATOR TECHNOLOGIES INC. WIN WASTE INNOVATIONS 401(K) PLAN | PORTSMOUTH NH | 2,156 | $189.3M | $2.6M |
| 2 | CITRIN COOPERMAN & COMPANY, LLP CITRIN COOPERMAN & COMPANY, LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,949 | $292.0M | $1.5M |
| 3 | HPM CORPORATION HPM OCCUPATIONAL HEALTH SERVICES RETIREMENT PLAN |
RICHLAND WA |
| 5 |
| $13.4M |
| $1.3M |
| 4 | STARBOARD HOLDINGS LTD. STARBOARD HOLDINGS LTD. 401(K) RETIREMENT PLAN | MIAMI FL | 358 | $37.2M | $425K |
| 5 | CITRIN COOPERMAN & COMPANY LLP CITRIN COOPERMAN & COMPANY LLP PROFIT SHARING PLAN - PLAN NO. 1 | NEW YORK NY | 889 | $7.6M | $83K |
| 6 | CITRIN COOPERMAN & COMPANY LLP CITRIN COOPERMAN & COMPANY LLP PROFIT SHARING PLAN - PLAN NO. 3 | NEW YORK NY | 703 | $7.6M | $26K |
| 7 | COMMERCIAL JET, INC. COMMERCIAL JET, INC. 401(K) PLAN | MIAMI FL | 207 | $4.5M | $12K |
