Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Delaware Small Cap Core R6 in their Schedule of Assets, totaling $4.9M 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 | PACIFIC RETIREMENT SERVICES, INC. PACIFIC RETIREMENT SERVICES, INC. 401(K) PLAN | MEDFORD OR | 2,984 | $111.8M | $2.2M |
| 2 | FLATONIA INVESTMENTS, LLC FLATONIA INVESTMENTS, LLC 401(K) PLAN | HOUSTON TX | 585 | $51.6M | $1.1M |
| 3 | MICROBAC LABORATORIES, INC MICROBAC LABORATORIES INC. RETIREMENT INCOME SAVINGS PLAN |
CRANBERRY TOWNSHIP PA |
| 476 |
| $33.1M |
| $709K |
| 4 | THE SWATCH GROUP (U.S.) INC. THE SWATCH GROUP (U.S.) INC. EMPLOYEES' RETIREMENT PLAN | MIAMI FL | 13 | $21.7M | $428K |
| 5 | ROOSTERS, INC. DBA ROOSTERS ROOSTERS, INC. DBA ROOSTERS 401(K) PROFIT SHARING PLAN AND TRUST | PICKERINGTON OH | 819 | $11.1M | $220K |
| 6 | IMAGINE360 SERVICES LLC IMAGINE360 ADMINISTRATORS 401(K) PLAN | WAYNE PA | 919 | $44.2M | $124K |
| 7 | EMPLOYEE BENEFIT MANAGEMENT SERVICES, INC. EBMS RETIREMENT PLAN | BILLINGS MT | 346 | $14.8M | $55K |
| 8 | CHILDRENS HOME OF PITTSBURGH THE CHILDRENS HOME OF PITTSBURGH 401(K) PLAN | PITTSBURGH PA | 116 | $4.7M | $36K |
| 9 | RELIANT CAPITAL SOLUTIONS, LLC RELIANT CAPITAL SOLUTIONS, LLC 401(K) SAVINGS PLAN | GAHANNA OH | 168 | $3.7M | $12K |
| 10 | INTEGRATIVE NUTRITION, LLC INTEGRATIVE NUTRITION 401(K) PLAN | NEW YORK NY | 124 | $13.2M | $10K |
