Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Carillon Scout Mid-Cap Fund in their Schedule of Assets, totaling $1.5M 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 | SHOLOM COMMUNITY ALLIANCE, INC. THE SHOLOM COMMUNITY ALLIANCE TAX SHELTERED ANNUITY PLAN | ST. LOUIS PARK MN | 493 | $11.5M | $1.1M |
| 2 | BANYAN STREET ADVISORS LLC BANYAN STREET ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST | MIAMI FL | 112 | $10.5M | $283K |
| 3 | DRUMMOND PRESS INC |
JACKSONVILLE FL |
| 200 |
| $10.0M |
| $116K |
