Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Delaware Small Cap Value I Mutual Fund # in their Schedule of Assets, totaling $61.8M 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 | NOVO NORDISK INC. NOVO NORDISK INC. 401(K) SAVINGS PLAN | PLAINSBORO NJ | 8,783 | $2.5B | $42.7M |
| 2 | NOVO NORDISK INC NOVO NORDISK INC. MONEY PURCHASE PLAN | PLAINSBORO NJ | 6,059 | $1.2B | $16.7M |
| 3 | HUMANA INC. CENTERWELL HOME HEALTH 401(K) SAVINGS PLAN |
LOUISVILLE KY |
| 14,007 |
| $366.8M |
| $2.2M |
| 4 | HELIOS TECHNOLOGIES, INC. HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | SARASOTA FL | 1,463 | $159.4M | $185K |