Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Carillon Scout Mid Cap Fund Mutual fund in their Schedule of Assets, totaling $8.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN | FOLSOM CA | 731 | $443.3M | $7.8M |
| 2 | UNITED WAY OF GREATER CLEVELAND DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER CLEVELAND | CLEVELAND OH | 6 | $8.5M | $560K |
| 3 | THE EXPLORATORIUM |
SAN FRANCISCO CA |
| 436 |
| $48.6M |
| $246K |
| 4 | MINNESOTA POLICE & PEACE OFFICERS ASSOCIATION MINNESOTA POLICE AND PEACE OFFICERS ASSOCIATION LEGAL DEFENSE FUND | ST. PAUL MN | 10,984 | $1.9M | $47K |
| 5 | COPIERS NORTHWEST, INC. COPIERS NORTHWEST, INC. PROFIT SHARING & SAVINGS PLAN | SEATTLE WA | 192 | $17.3M | $16K |
| 6 | NEILL AIRCRAFT CO. NEILL AIRCRAFT CO. 401(K) PLAN | LONG BEACH CA | 208 | $4.9M | $9K |
