Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Delaware Small Cap Core Fund in their Schedule of Assets, totaling $956K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WILBERTS INC. WILBERTS INC.401(K) PLAN | WEBSTER NY | 156 | $12.0M | $353K |
| 2 | TEAMSTERS JT CO NO. 53 RETIREE HEALTH & WELFARE FUND TEAMSTERS JOINT COUNCIL NO. 53 RETIREE HEALTH & WELFARE FUND | PENNSAUKEN NJ | 193 | $7.5M | $319K |
| 3 | AMERICAN THERMAL INSTRUMENTS, INC. |
DAYTON OH |
| 65 |
| $7.0M |
| $242K |
| 4 | ALVARADO CONSTRUCTION, INC. CAMPOS DE SUENOS (FIELD OF DREAMS) 401(K) PLAN AND TRUST | GREENWOOD VILLAGE CO | 1,060 | $8.0M | $32K |
| 5 | PUERTO RICO TELEPHONE COMPANY, INC. CLARO PUERTO RICO EMPLOYEES SAVINGS PLAN | SAN JUAN PR | 3,173 | $1.5M | $10K |
