Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding CRLN E MID-CAP GR I Mutual fund in their Schedule of Assets, totaling $2.7M 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 | EGON ZEHNDER INTERNATIONAL INC. EGON ZEHNDER INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 443 | $158.9M | $940K |
| 2 | ENCINO ENERGY, LLC ENCINO ENERGY 401(K) PLAN | HOUSTON TX | 270 | $52.7M | $661K |
| 3 | SEALY AND COMPANY LLC SEALY AND COMPANY LLC 401(K) RETIREMENT PLAN |
SHREVEPORT LA |
| 130 |
| $14.0M |
| $553K |
| 4 | EPI-USE AMERICA INC EPI-USE AMERICA INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 392 | $77.2M | $486K |
| 5 | INDUSTRIAL DYNAMICS CO. LTD FILTEC 401(K) PLAN | TORRANCE CA | 82 | $14.2M | $31K |
