Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Carillon Scout Mid-Cap Fund in their Schedule of Assets, totaling $11.1M 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 | NEW YORK BLOOD CENTER NEW YORK BLOOD CENTER RETIREMENT PLAN | NEW YORK NY | 2,579 | $505.2M | $7.5M |
| 2 | SHOLOM COMMUNITY ALLIANCE SHOLOM COMMUNITY ALLIANCE 403B PLAN | MINNEAPOLIS MN | 514 | $14.3M | $1.1M |
| 3 | SHOLOM COMMUNITY ALLIANCE, INC. THE SHOLOM COMMUNITY ALLIANCE TAX SHELTERED ANNUITY PLAN |
ST. LOUIS PARK MN |
| 493 |
| $11.5M |
| $1.1M |
| 4 | STYLMARK, INC. STYLMARK INCORPORATED 401(K) PLAN | MINNEAPOLIS MN | 106 | $10.5M | $534K |
| 5 | BANYAN STREET ADVISORS LLC BANYAN STREET ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST | MIAMI FL | 112 | $10.5M | $283K |
| 6 | REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 401(K) RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,337 | $149.7M | $246K |
| 7 | MARINE SPILL RESPONSE CORPORATION MARINE SPILL RESPONSE CORPORATION 401(K) PROFIT SHARING THRIFT SAVINGS PLAN | HERNDON VA | 317 | $122.9M | $164K |
| 8 | DRUMMOND PRESS INC DRUMMOND PRESS INC 401(K) PROFIT SHARING PLAN & TRUST | JACKSONVILLE FL | 200 | $10.0M | $116K |
| 9 | BENORE LOGISTIC SYSTEMS INC BENORE LOGISTIC SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | ERIE MI | 1,089 | $8.1M | $20K |
| 10 | TRI CITY GLASS AND DOOR, INC. TRI CITY GLASS & DOOR, INC. 401(K) PROFIT SHARING PLAN | APPLETON WI | 158 | $8.5M | $5K |
