Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Delaware Small Cap Value A " in their Schedule of Assets, totaling $14.1M 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 | UNIVERSITY MEDICAL CENTER, INC. UOFL HEALTH 401(K) PLAN | LOUISVILLE KY | 8,388 | $365.1M | $12.6M |
| 2 | UNIVERSITY MEDICAL CENTER, INC. DBA UOFL HOSPITAL UNIVERSITY HOSPITAL 403(B) PLAN | LOUISVILLE KY | 1,180 | $30.3M | $1.2M |
| 3 | ERLAND CONSTRUCTION, INC. ERLAND CONSTRUCTION, INC. 401(K) PLAN |
BURLINGTON MA |
| 84 |
| $29.9M |
| $295K |
| 4 | MPS ENTERPRISES DBA MILFORD PIPE MPS ENTERPRISES 401(K) PROFIT SHARING PLAN | MIDLAND TX | 88 | $3.2M | $45K |
| 5 | PARAMOUNT HEALTH RESOURCES INC PARAMOUNT HEALTH RESOURCES INC 401(K) PROFIT SHARING PLAN & TRUST | MCMURRAY PA | 1,427 | $4.6M | $796 |
| 6 | BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 SUPPLEMENTAL RETIREMENT PLAN ROOFERS LOCAL NO.9 SUPPLEMENTAL RETIREMENT PLAN | EAST HARTFORD CT | 298 | $12.3M | $43 |