Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Delaware Small Cap Value Instl in their Schedule of Assets, totaling $12.6M 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 | YAZAKI NORTH AMERICA, INC. YAZAKI EMPLOYEE SAVINGS AND RETIREMENT PLAN | CANTON MI | 1,913 | $676.6M | $12.2M |
| 2 | COATING PLACE, INC. COATING PLACE, INC. PROFIT SHARING & 401(K) PLAN | VERONA WI | 143 | $31.6M | $190K |
| 3 | LIONAKIS LIONAKIS 401K PLAN |
SACRAMENTO CA |
| 190 |
| $47.8M |
| $136K |
| 4 | BOWMAN AUTO GROUP, INC. BOWMAN 401(K) PLAN | CLARKSTON MI | 154 | $10.4M | $111K |
| 5 | EDGERTON HOSPITAL AND HEALTH SERVICES EDGERTON HOSPITAL AND HEALTH SERVICES 401(K) PLAN & TRUST | EDGERTON WI | 198 | $10.7M | $20K |