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 in their Schedule of Assets, totaling $347K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GREENLEAF TRUST GREENLEAF TRUST 401(K) PLAN | KALAMAZOO MI | 244 | $90.0M | $315K |
| 2 | STEWART AGENCY, INC. D/B/A EARL STEWART TOYOTA NORTH PALM BEACH EMPLOYEE BENEFIT PLAN OF STEWART AGENCY, INC. D/B/A EARL STEWART TOYOTA | LAKE PARK FL | 169 | $6.3M | $32K |
