Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Delaware VIP Small Cap Value in their Schedule of Assets, totaling $258K 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 | O'CONNOR WOODS O'CONNOR WOODS 403(B) PLAN | STOCKTON CA | 329 | $6.8M | $150K |
| 2 | THE IVYMOUNT SCHOOL, INC. THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN | ROCKVILLE MD | 275 | $24.8M | $81K |
| 3 | ST LUKE LUTHERAN HOME FOR THE AGING ST LUKE LUTHERAN HOME FOR THE AGING EMPLOYEE RETIREMENT PLAN |
NORTH CANTON OH |
| 198 |
| $6.3M |
| $15K |
| 4 | COMMUNITY CARE SERVICES COMMUNITY CARE SERVICES 403(B) PLAN | LINCOLN PARK MI | 83 | $3.4M | $12K |
| 5 | HIV/AIDS ALLIANCE FOR REGION T 403(B) THRIFT PLAN FOR EMPLOYEES OF HIV/AIDS ALLIANCE FOR REGION TWO (HAART), INC. D/B/A OPEN HEALTH CARE CLINIC | BATON ROUGE LA | 200 | $3.6M | $2K |
