Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Delaware Small-Cap Value R6 in their Schedule of Assets, totaling $8.1M 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 | QLIKTECH INC. QLIKTECH INC. 401(K) PLAN | KING OF PRUSSIA PA | 1,016 | $184.1M | $2.6M |
| 2 | ASPLUNDH TREE EXPERT, LLC ASPLUNDH TREE EXPERT, LLC PROFIT SHARING PLAN | WILLOW GROVE PA | 2,468 | $342.7M | $1.4M |
| 3 | LANDSCAPE FORMS, INC. LANDSCAPE FORMS, INC. PROFIT SHARING PLAN | KALAMAZOO MI | 550 | $113.0M | $1.0M |
| 4 | ISAAC HEATING & AIR CONDITIONING ISAAC HEATING & AIR CONDITIONING, INC. 401(K) PLAN | ROCHESTER NY | 512 | $28.5M | $550K |
| 5 | ADENA HEALTH SYSTEM ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN | CHILLICOTHE OH | 4,838 | $240.5M | $510K |
| 6 | AMB GROUP, LLC BFOB 401(K) PLAN | ATLANTA GA | 1,417 | $78.9M | $262K |
| 7 | GRADY-WHITE BOATS, INC. GRADY-WHITE BOATS, INC. RETIREMENT SAVINGS PLAN | GREENVILLE NC | 351 | $39.7M | $228K |
| 8 | THE GOVERNING BOARD OF THE MI INDEPENDENT COLLEGES AND UNIVERSITIES MICHIGAN INDEPENDENT COLLEGES AND UNIVERSITIES 403(B) MULTIPLE EMPLOYER PLAN | LANSING MI | 1,396 | $334.9M | $193K |
| 9 | WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN | CHARLESTON WV | 136 | $65.2M | $185K |
| 10 | ABC IMAGING OF WASHINGTON, INC. ABC IMAGING OF WASHINGTON, INC. 401(K) PLAN | ALEXANDRIA VA | 332 | $14.6M | $169K |
