Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding CARLISLE COS INC SHARES COM M ON STOCK in their Schedule of Assets, totaling $1.9M 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 | SOUTHERN STATES SAVINGS & RETIREMENT PLAN TRUST SOUTHERN STATES SAVINGS & RETIREMENT PLAN TRUST | VERO BEACH FL | 13,898 | $192.9M | $1.9M |
| 2 | TRUSTEES OF PLASTERERS AND CEMENT MASONS LOCAL 148 DEFINED CONTRIBUTIO PLASTERERS AND CEMENT MASONS LOCAL UNION NO. 148 DEFINED CONTRIBUTION PENSION PLAN | GOODLETTSVILLE TN | 399 | $7.3M | $8K |
