Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Delaware Delaware Small Cap Value R6 in their Schedule of Assets, totaling $4.0M 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 | ASPLUNDH TREE EXPERT, LLC VEGETATION AND UTILITY SERVICES EMPLOYEES 401(K) SAVINGS PLAN | WILLOW GROVE PA | 22,463 | $323.4M | $2.1M |
| 2 | GRADY MANAGEMENT, INC. GRADY MANAGEMENT, INC. 401(K) SAVINGS PLAN | SILVER SPRING MD | 279 | $18.1M | $1.3M |
| 3 | MARON & SANDLER, PC |
SANTA MONICA CA |
| 188 |
| $47.7M |
| $310K |
| 4 | MAN CAPITAL CORPORATION MAN CAPITAL CORPORATION & AFFILIATED COMPANIES 401(K) DEFERRED INCOME SAVINGS PLAN | POMPANO BEACH FL | 162 | $56.3M | $205K |
| 5 | GULFSTREAM GOODWILL INDUSTRIES 403(B) THRIFT PLAN OF GULFSTREAM GOODWILL, INC. | WEST PALM BEACH FL | 679 | $8.4M | $50K |
| 6 | GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA, INC. | FORT MYERS FL | 1,105 | $5.5M | $18K |
| 7 | STAIRWAYS BEHAVIORAL HEALTH STAIRWAYS 403(B) PLAN | ERIE PA | 233 | $16.0M | $5K |
| 8 | AMERICAN ACADEMY OF OTOLARYNGOLOGY - HEAD AND NECK SURGERY FOUNDATION AAO-HNSF 403(B) PLAN | ALEXANDRIA VA | 62 | $16.2M | $4K |
| 9 | AHS FAMILY HEALTH CENTER AHS FAMILY HEALTH CENTER INC. 401(K) PLAN | CHICAGO IL | 147 | $3.3M | $2K |
