Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Delaware Investments Small Cap Value R6 FD in their Schedule of Assets, totaling $280K 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 | AARETE, INC. AARETE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHICAGO IL | 278 | $31.0M | $168K |
| 2 | AARETE, LLC AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST | CHICAGO IL | 304 | $18.5M | $112K |
