Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Delaware Delaware Small Cap Val R6 in their Schedule of Assets, totaling $385K 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 | COVENANT TRANSPORT, INC. COVENANT TRANSPORTATION GROUP 401(K) & PROFIT SHARING PLAN | CHATTANOOGA TN | 3,429 | $79.4M | $323K |
| 2 | WEBPT, INC. WEBPT, INC. 401(K) PLAN | PHOENIX AZ | 559 | $30.2M | $42K |
| 3 | RH&A, LLC RELIABLE HEATING AND AIR 401(K) PLAN |
KENNESAW GA |
| 285 |
| $6.3M |
| $16K |
| 4 | PRITCHETT TRUCKING, INC. PRITCHETT TRUCKING, INC. 401(K) PLAN | LAKE BUTLER FL | 305 | $4.5M | $4K |
