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 R6 Fund Mutual fund in their Schedule of Assets, totaling $333K 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 | MDW ASSOCIATES, LLC MDW ASSOCIATES 401(K) PLAN | TYSONS VA | 228 | $18.8M | $266K |
| 2 | METROLUBE ENTERPRISES, INC. THE METROLUBE COMPANIES 401(K) PLAN | SOUTHBOROUGH MA | 555 | $3.5M | $55K |
| 3 | SKYBRIDGE RESOURCES, LLC SKYBRIDGE RESOURCES, LLC 401(K) PLAN |
TAMPA FL |
| 259 |
| $3.9M |
| $11K |