Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Delaware DLWR SM CAP CORE IS in their Schedule of Assets, totaling $28.2M 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 | THE METHODIST HOSPITAL THE TAX SHELTERED ANNUITY PLAN OF THE METHODIST HOSPITAL | HOUSTON TX | 33,922 | $3.0B | $16.6M |
| 2 | THE METHODIST HOSPITAL THE DEFINED CONTRIBUTION PLAN OF THE METHODIST HOSPITAL | HOUSTON TX | 29,678 | $752.3M | $11.3M |
| 3 | METHODIST HOSPITALS OF DALLAS |
DALLAS TX |
| 10,490 |
| $334.8M |
| $275K |