Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Delaware Funds Delaware Small Cap Value R6 in their Schedule of Assets, totaling $10.0M 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 | HONIGMAN LLP HONIGMAN LLP INCOME DEFERRAL AND PROFIT SHARING PLAN | DETROIT MI | 671 | $401.5M | $6.5M |
| 2 | NATIONAL FUTURES ASSOCIATION NATIONAL FUTURES ASSOCIATION EMPLOYEE RETIREMENT SAVINGS PLAN | CHICAGO IL | 502 | $300.9M | $2.9M |
| 3 | AMERICA FIRST CREDIT UNION DBA AMERICA FIRST CREDIT UNION |
RIVERDALE UT |
| 3,403 |
| $143.0M |
| $478K |
| 4 | BLUEHALO CYBER SOLUTIONS, LLC ASYMMETRIK, LTD. 401(K) PROFIT SHARING PLAN | ANNAPOLIS JUNCTION MD | 0 | $0 | $119K |
| 5 | UTAH LEGAL SERVICES, INC. UTAH LEGAL SERVICES, INC. 403(B) PLAN | SALT LAKE CITY UT | 78 | $4.4M | $5K |
