Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company Carillon Eagle Mid Cap Grw R6 in their Schedule of Assets, totaling $1.5M 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 | HERBERT J SIMS & CO. INC. HERBERT J SIMS 401(K) PLAN | FAIRFIELD CT | 111 | $30.1M | $816K |
| 2 | RESIDENTIAL MANAGEMENT GROUP, LLC RESIDENTIAL MANAGEMENT GROUP, LLC 401K RETIREMENT SAVINGS PLAN | NEW YORK NY | 209 | $37.5M | $315K |
| 3 | DOUGLAS ELLIMAN LLC DOUGLAS ELLIMAN LLC 401K RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 594 |
| $45.7M |
| $299K |
| 4 | DEMONTROND AUTOMOTIVE GROUP, INC. DEMONTROND AUTOMOTIVE GROUP, INC. 401(K) PROFIT | HOUSTON TX | 826 | $21.4M | $49K |
| 5 | PEDIATRICS NORTHWEST, P.S. PEDIATRICS NORTHWEST, PS 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA WA | 92 | $36.8M | $1K |
