Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Macquarie Diversified Income Fund in their Schedule of Assets, totaling $4.6M 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 | COOPERATIVE ELEVATOR CO. COOPERATIVE ELEVATOR COMPANY EMPLOYEES' PROFIT SHARING & 401(K) PLAN | PIGEON MI | 170 | $32.7M | $4.2M |
| 2 | MEDALLION INSTRUMENTATION SYSTEMS, LLC MEDALLION INSTRUMENTATION SYSTEMS, LLC EMPLOYEE 401(K) SAVINGS PLAN | SPRING LAKE MI | 137 | $17.6M | $489K |
| 3 | FIDUCIARY WISE, LLC |
GILBERT AZ |
| 846 |
| $12.7M |
| $29 |
