Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Eagle Financial Services, Inc. Carillon Eagle Mid Cap Growth R6 in their Schedule of Assets, totaling $7.5M 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 | EJ USA, INC. EJ USA, INC. 401(K) SAVINGS PLAN | EAST JORDAN MI | 1,410 | $240.5M | $4.4M |
| 2 | ORANGE COUNTY CREDIT UNION ORANGE COUNTY'S CREDIT UNION 401(K) PLAN | SANTA ANA CA | 359 | $64.2M | $3.1M |
