Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Delaware Funds by Macquarie Delaware Small-Cap Value Fund in their Schedule of Assets, totaling $730K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE CYPRESS COMPANIES, INC. THE CYPRESS COMPANIES, INC. RETIREMENT AND PROFIT SHARING PLAN | AKRON OH | 610 | $52.3M | $715K |
| 2 | NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. ERISA 403(B) PLAN | PULASKI NY | 310 | $17.0M | $15K |