Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Delaware VIP® Small Cap Value Series Mutual Funds in their Schedule of Assets, totaling $166K 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 | LONESTAR FORKLIFT 2017 USA, IN SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LONESTAR FORKLIFT 2017 USA, INC. | GARLAND TX | 306 | $9.3M | $158K |
| 2 | WAY FINDERS, INC. 403(B) THRIFT PLAN OF WAY FINDERS, INC. | SPRINGFIELD MA | 347 | $12.1M | $9K |
