Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies Carillon Family of Funds Eagle Mid Cap Growth R6 in their Schedule of Assets, totaling $396K 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 | EXCEPTIONAL PERSONS, INC. RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. | WATERLOO IA | 232 | $17.1M | $396K |
