Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Carillon Scout Mid Cap R6 Fund in their Schedule of Assets, totaling $9.9M 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 | GARNET HEALTH MEDICAL CENTER ORANGE REGIONAL MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN | MIDDLETOWN NY | 56 | $80.5M | $9.0M |
| 2 | CONCENTRIC ROCKFORD INC. CONCENTRIC ROCKFORD INC. EMPLOYEES' 401(K) SAVINGS PLAN | ROCKFORD IL | 171 | $18.1M | $617K |
| 3 | SHERWOOD MECHANICAL, INC. |
SAN DIEGO CA |
| 195 |
| $12.5M |
| $209K |
| 4 | SUVETO BUYER, LLC SUVETO BUYER, LLC 401(K) PLAN | CONSHOHOCKEN PA | 1,666 | $35.6M | $31K |
| 5 | HTT, INC. HTT, INC. 401(K) RETIREMENT PLAN | SHEBOYGAN WI | 123 | $5.6M | $26K |
| 6 | TACHUS OPERATING LLC TACHUS OPERATING LLC 401(K) PLAN | THE WOODLANDS TX | 166 | $3.2M | $3K |
