Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Delaware Small Cap Value Fund, Class R6 " in their Schedule of Assets, totaling $4.4M 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 | DAS ACQUISITION COMPANY, LLC DAS ACQUISITION COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | ST. LOUIS MO | 528 | $37.2M | $1.7M |
| 2 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $1.7M |
| 3 | RADIOLOGY CONSULTANTS OF IOWA, PLC |
CEDAR RAPIDS IA |
| 96 |
| $62.9M |
| $614K |
| 4 | UNITED CEREBRAL PALSY OF NEW 401K PROFIT SHARING PLAN FOR EMPLOYEES OF ADAPT COMMUNITY NETWORK | NEW YORK NY | 1,332 | $46.4M | $52K |
| 5 | KI BOIS COMMUNITY ACTION FOUND 403(B) THRIFT PLAN FOR EMPLOYEES OF KI BOIS COMMUNITY ACTION FOUNDATION, INC. | STIGLER OK | 329 | $19.5M | $49K |
| 6 | WAVERLY HEIGHTS, LTD. TAX DEFERRED ANNUITY PLAN OF WAVERLY HEIGHTS, LTD. | GLADWYNE PA | 286 | $6.7M | $34K |
| 7 | OPERA SOLUTIONS OPCO, LLC ELECTRIFAI, LLC 401(K) PLAN | JERSEY CITY NJ | 44 | $5.8M | $27K |
| 8 | CLIFFORD W. BEERS GUIDANCE CLINIC, INC. 403(B) THRIFT PLAN OF CLIFFORD W. BEERS GUIDANCE CLINIC, INC. | NEW HAVEN CT | 242 | $7.5M | $27K |
| 9 | FCP, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FCP, INC. | LAWRENCE MA | 192 | $4.7M | $22K |
| 10 | BOONE TRANSPORTATION, INC. BOONE TRANSPORTATION, INC. RETIREMENT PLAN | ANTHONY NM | 126 | $4.5M | $21K |
