Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Delaware Small Cap Value Fund Mutual fund in their Schedule of Assets, totaling $6.9M 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 | THE PETERSON COMPANIES THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN | FAIRFAX VA | 181 | $62.0M | $3.5M |
| 2 | CST INDUSTRIES, INC. CST INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 492 | $47.3M | $2.3M |
| 3 | CAROLINA BIOLOGICAL SUPPLY COMPANY |
BURLINGTON NC |
| 477 |
| $53.0M |
| $513K |
| 4 | CAREEN, INC. D/B/A WINDINGS, INC. WINDINGS, INC. 401(K) SALARY SAVINGS & RETIREMENT PLAN | NEW ULM MN | 135 | $12.0M | $241K |
| 5 | SKH MANAGEMENT CO STAUFFERS OF KISSEL HILL EMPLOYEE SAVINGS AND RETIREMENT PLAN | LITITZ PA | 436 | $26.4M | $114K |
| 6 | NORTH ATLANTA PRIMARY CARE NORTH ATLANTA PRIMARY CARE 401(K) PLAN | ALPHARETTA GA | 786 | $22.1M | $100K |
| 7 | CENTURY CAMPUS HOUSING MANAGEMENT, L. P. CAMPUS LIVING VILLAGES 401(K) PLAN | HOUSTON TX | 93 | $7.8M | $63K |
| 8 | EVERQUOTE, INC. EVERQUOTE 401(K) PLAN | CAMBRIDGE MA | 247 | $31.6M | $37K |
| 9 | WEST PAK AVOCADO, INC. WEST PAK AVOCADO, INC. PROFIT SHARING PLAN | MURRIETA CA | 151 | $13.2M | $29K |
| 10 | CLASSIC WIRE CUT COMPANY INC CLASSIC WIRE CUT COMPANY, INC. 401(K) PLAN | VALENCIA CA | 126 | $17.9M | $11K |
