Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Eagle Financial Services, Inc. Carillon Eagle Midcagwth R6 Fd in their Schedule of Assets, totaling $2.2M 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 | BUILDING MATERIALS DISTRIBUTOR, INC. BMD 401(K) PLAN | GALT CA | 799 | $38.4M | $603K |
| 2 | RUBY TUESDAY OPERATIONS LLC RUBY TUESDAY SALARY DEFERRAL PLAN | MARYVILLE TN | 3,570 | $23.6M | $550K |
| 3 | HIRSH INDUSTRIES INC HIRSH INDUSTRIES, LLC 401(K) RETIREMENT PLAN |
WEST DES MOINES IA |
| 163 |
| $27.0M |
| $357K |
| 4 | AFS USA AFS-USA 403(B)PLAN | NEW YORK NY | 134 | $23.6M | $316K |
| 5 | COMMUNITY SERVICES FOR EVERY1, INC. COMMUNITY SERVICES FOR EVERY1, INC. 401(K) PROFIT SHARING PLAN | BUFFALO NY | 664 | $24.1M | $144K |
| 6 | MULTI-FLOW DISPENSERS OF OHIO, INC. MULTI-FLOW DISPENSERS OF OHIO, INC. 401(K) PROFIT SHARING PLAN | BROOKLYN HEIGHTS OH | 140 | $6.3M | $144K |
| 7 | SOURCEPASS, LLC SOURCEPASS 401(K) PLAN | MELVILLE NY | 454 | $25.9M | $69K |
| 8 | BALLET WEST BALLET WEST 401(K) PLAN | SALT LAKE CITY UT | 130 | $2.6M | $18K |
| 9 | KOOS MANUFACTURING, INC. KOOS MANUFACTURING, INC. 401(K) PLAN | SOUTH GATE CA | 208 | $6.2M | $6K |
