Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Eagle Carillon Eagle Mid Cap Gr I in their Schedule of Assets, totaling $9.2M 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 | SOUTHERN GRAPHICS INC. SOUTHERN GRAPHICS INC. SAVINGS PLAN | LOUISVILLE KY | 1,241 | $202.1M | $4.4M |
| 2 | FLEXCON COMPANY, INC FLEXCON HOLDINGS TRUST RETIREMENT PLAN | SPENCER MA | 977 | $172.7M | $2.7M |
| 3 | MEDCARE SOUTH, LLC MEDCARE SOUTH 401(K) PLAN |
ATLANTA GA |
| 166 |
| $15.4M |
| $1.2M |
| 4 | LAC COURTE OREILLES TRIBAL GOVERNING BOARD LCO 401(K) PLAN | HAYWARD WI | 1,175 | $15.2M | $338K |
| 5 | COMMUNITY RESEARCH FOUNDATION COMMUNITY RESEARCH FOUNDATION RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 965 | $39.3M | $310K |
| 6 | HOUSTON PILOTS HOUSTON PILOTS 401(K) PLAN | DEER PARK TX | 142 | $136.8M | $235K |
