Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Carillon Scout Mid Cap R-6 " in their Schedule of Assets, totaling $40.8M 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 | THE BOARD OF TRUSTEES OF THE UNION INDIVIDUAL ACCOUNT RETIREMENT FUND UNION INDIVIDUAL ACCOUNT RETIREMENT FUND | MILWAUKEE WI | 3,756 | $309.5M | $32.3M |
| 2 | PGA TOUR, INC PGA TOUR EMPLOYEES SAVINGS PLAN | PONTE VEDRA BEACH FL | 2,909 | $290.8M | $8.3M |
| 3 | UNDERWATER CONSTRUCTION CORPORATION |
ESSEX CT |
| 173 |
| $30.2M |
| $105K |
| 4 | TRUST AUTOMATION, INC. TRUST AUTOMATION, INC. 401(K) PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 112 | $10.6M | $39K |
| 5 | CORBINS SERVICE ELECTRIC, LLC CORBINS ELECTRIC SAVINGS AND RETIREMENT PLAN | PHOENIX AZ | 565 | $15.8M | $27K |
