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 Value Instl in their Schedule of Assets, totaling $2.7M 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 | BISSELL INC. BISSELL INC. 401(K) PLAN | GRAND RAPIDS MI | 909 | $144.4M | $1.7M |
| 2 | SAINT LEO UNIVERSITY SAINT LEO UNIVERSITY RETIREMENT PLAN | SAINT LEO FL | 1,559 | $119.3M | $722K |
| 3 | SIOUXLAND SURGERY CENTER LIMITED PARTNERSHIP SIOUXLAND SURGERY CENTER LP DBA SURGICAL DUNES CENTER 401(K) RETIREMENT PLAN |
DAKOTA DUNES SD |
| 278 |
| $16.8M |
| $154K |
| 4 | PRESTOLITE ELECTRIC INCORPORATED PRESTOLITE RETIREMENT SAVINGS PLAN | ARCADE NY | 212 | $17.6M | $128K |
