Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Delaware Small-Cap Value Fund R6 in their Schedule of Assets, totaling $539K 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 | ANDROMEDA ADVANTAGE INC. ANDROMEDA ADVANTAGE, INC. 401(K) PLAN | LONG ISLAND CITY NY | 267 | $13.1M | $309K |
| 2 | JOHNSON EQUIPMENT COMPANY JOHNSON EQUIPMENT COMPANY 401(K) SAVINGS PLAN & TRUST | DALLAS TX | 273 | $20.5M | $142K |
| 3 | BERKELEY PREPARATORY SCHOOL, INC. |
TAMPA FL |
| 368 |
| $53.3M |
| $88K |