Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Delaware Delaware Small-Cap Value in their Schedule of Assets, totaling $2.4M 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 | PAYLOCITY CORPORATION PAYLOCITY 401(K) PROFIT SHARING PLAN AND TRUST | SCHAUMBURG IL | 6,287 | $438.1M | $2.1M |
| 2 | MCMAHON FORD COMPANY MCMAHON FORD SAVINGS PLAN | ST LOUIS MO | 129 | $10.5M | $252K |
| 3 | WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 403(B) TAX DEFERRED ANNUITY PLAN |
NEW YORK NY |
| 269 |
| $38.5M |
| $58K |
| 4 | EPI PRINTERS, INC. EPI PRINTERS, INC. 401(K) PLAN | BATTLE CREEK MI | 458 | $16.3M | $33K |
| 5 | WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 401(A) DC PLAN | NEW YORK NY | 262 | $17.1M | $15K |