Carillon
Carillon Chartwell Small Cap Fund Class R-6
Ticker CSSVX · Mutual fund · Share class: Class R6Low cost
Matched by tickerAll Raymond James fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
3
0 with $250K or more
Dollars held
$172K
69,859 of 69,862 plans with fund lines hold none
Median per plan
$27K
Share of their fund dollars
0.3%
Other share classes of this fund
1 plan hold a costlier class of this fund than the cheapest class held in the data.
Plans that added or dropped it from 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
1 plan
to another class or vehicle
Plans that moved out of it to another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Michiana Area Electrical Workers' Money Purchase Plan$50M-$250M | $278K to $404K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Carillon Chartwell Small Cap Fund Class R-6
The largest 10 plans in each list.
| Vista Care Employees 401(k) Plan$5.6M plan · Vista Care Wisconsin, Inc., WI · Empower | $137K |
| Center for Social Dynamics 401(k) Plan$7.6M plan · Center for Social Dynamics Inc., CA · Vanguard | $27K |
| Globe Tax 401(k) Plan$56.1M plan · Globe Tax Services, Inc., NY · ADP | $9K |
Plans whose filed schedule lists Carillon Chartwell Small Cap Fund Class R-6.
How the filings spell it
Show 1 name seen in the filings
- Carillon Scout Small Cap