Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Delaware Funds Delaware VIP Small Cap Value Series in their Schedule of Assets, totaling $39K 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 FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR BUILDING | NEW YORK NY | 1,066 | $140.1M | $18K |
| 2 | LIFEWORKS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF LIFEWORKS, INC. | WESTWOOD MA | 446 | $7.2M | $14K |
| 3 | COMMUNITY SERVICES FOR CHILDREN INC. |
ALLENTOWN PA |
| 418 |
| $20.2M |
| $7K |