Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Delaware Value Fund Mutual fund in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AUDIO TECHNICA U.S., INC AUDIO TECHNICA U.S., INC. PROFIT SHARING PLAN | STOW OH | 124 | $18.6M | $1.9M |
| 2 | HELLER CAPITAL GROUP, LLC HELLER CAPITAL GROUP, LLC 401K PLAN | LANCASTER PA | 120 | $7.8M | $7K |
