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 I Registered Investment Company in their Schedule of Assets, totaling $17.4M 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 | MASONITE CORPORATION MASONITE SAVINGS PLAN | TAMPA FL | 4,516 | $324.4M | $15.3M |
| 2 | GARY MERLINO CONSTRUCTION COMPANY, INC. MERLINO COMPANIES PROFIT SHARING 401(K) PLAN | SEATTLE WA | 395 | $42.6M | $1.5M |
| 3 | MASONITE CORPORATION MASONITE SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES |
TAMPA FL |
| 450 |
| $28.9M |
| $602K |
