Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Delaware Small Cap Value Fund " in their Schedule of Assets, totaling $62.2M 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 | MILLERKNOLL, INC. MILLERKNOLL RETIREMENT PLAN | ZEELAND MI | 7,001 | $1.4B | $26.2M |
| 2 | MILKEN INSTITUTE MILKEN INSTITUTE 403(B) PLAN | SANTA MONICA CA | 278 | $32.0M | $11.1M |
| 3 | TETRA PAK, INC. TETRA PAK RETIREMENT SAVINGS PLAN | DENTON |
| 1,665 |
| $500.2M |
| $9.8M |
| 4 | SKYWORKS SOLUTIONS, INC. SKYWORKS SOLUTIONS SAVINGS AND RETIREMENT 401(K) PLAN | WOBURN MA | 2,480 | $852.5M | $6.8M |
| 5 | ST. LUKE'S HEALTH NETWORK, INC. ST. LUKE'S HEALTH NETWORK 403(B) PLAN | ALLENTOWN PA | 20,984 | $810.2M | $2.1M |
| 6 | THE PEPLINSKI GROUP, INC. THE PEPLINSKI GROUP, INC. PROFIT SHARING 401(K) PLAN | FARWELL MI | 960 | $21.1M | $902K |
| 7 | DRIEHAUS CAPITAL MANAGEMENT, LLC DRIEHAUS 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 161 | $101.9M | $825K |
| 8 | MID WEST FABRICATING COMPANY MID WEST FABRICATING COMPANY 401(K) RETIREMENT PLAN | AMANDA OH | 181 | $18.0M | $791K |
| 9 | SCINTILLA EG HOLDINGS, INC. ESCO GROUP 401(K) PLAN | MARION IA | 362 | $27.2M | $717K |
| 10 | PIONEER INDUSTRIES INTERNATIONAL, INC. PIONEER INDUSTRIES INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW BRIGHTON MN | 154 | $18.8M | $556K |
