Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Delaware Funds Delaware Small-Cap Value Fund in their Schedule of Assets, totaling $948K 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 | PRUDENTIAL LIGHTING CORP. PRUDENTIAL LIGHTING PROFIT SHARING PLAN AND TRUST | LOS ANGELES CA | 139 | $57.6M | $562K |
| 2 | PARAGON DIE & ENGINEERING COMPANY PARAGON DIE & ENGINEERING CO RETIREMENT SVGS PL | GRAND RAPIDS MI | 164 | $34.1M | $382K |
| 3 | WAIMANALO HEALTH CENTER |
WAIMANALO HI |
| 135 |
| $7.6M |
| $4K |