Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Delaware in their Schedule of Assets, totaling $40.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE METHODIST HOSPITAL THE TAX SHELTERED ANNUITY PLAN OF THE METHODIST HOSPITAL | HOUSTON TX | 29,975 | $2.0B | $33.6M |
| 2 | KINGSTON TECHNOLOGY COMPANY, INC. KINGSTON RETIREMENT SAVINGS PLAN | FOUNTAIN VALLEY CA | 582 | $437.6M | $2.5M |
| 3 | CARTERET COUNTY GENERAL HOSPITAL |
MOREHEAD CITY NC |
| 905 |
| $54.5M |
| $1.4M |
| 4 | ROCKEFELLER GROUP INTERNATIONAL, INC. ROCKEFELLER GROUP INTERNATIONAL, INC. INCENTIVE SAVINGS PLAN | NEW YORK NY | 214 | $144.1M | $1.2M |
| 5 | CARNEGIE INSTITUTE CARNEGIE INSTITUTE DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | PITTSBURGH PA | 495 | $85.9M | $993K |
| 6 | ROLAND DGA CORPORATION ROLAND DGA CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN | IRVINE CA | 128 | $25.1M | $320K |
| 7 | CONCORDIA COLLEGE CONCORDIA COLLEGE RETIREMENT PLAN | MOOREHEAD MN | 644 | $194.2M | $303K |
| 8 | ST. LUKE'S HEALTH NETWORK, INC. ST. LUKE'S HEALTH NETWORK 401(K) PLAN | ALLENTOWN PA | 43 | $39.6M | $43K |
| 9 | CHILDRENS HOSPITAL AND HEALTH SYSTEM, INC. CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 8,645 | $1.0B | $20K |
| 10 | MINNEAPOLIS COLLEGE OF ART AND DESIGN MINNEAPOLIS COLLEGE OF ART AND DESIGN DEFINED CONTRIBUTION RETIREMENT PLAN | MINNEAPOLIS MN | 253 | $29.7M | $12K |
