Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Eagle Financial Services, Inc. Carillon Eagle MidCap Growth R6 Fund in their Schedule of Assets, totaling $742K 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 | BAKER MECHANICAL, INC. BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | ANKENY IA | 390 | $114.5M | $452K |
| 2 | INTELLIGENT WAVES, LLC INTELLIGENT WAVES, LLC 401(K) PLAN | RESTON VA | 209 | $20.0M | $284K |
| 3 | ELLIPSIS, INC. ELLIPSIS, INC. 401(K) PLAN |
JOHNSTON IA |
| 156 |
| $6.2M |
| $6K |