Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Macquarie High Income Y in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CONNECTICUT ORTHOPAEDIC SPECIALISTS P.C. CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN | HAMDEN CT | 648 | $115.2M | $2.1M |
| 2 | SILVERSTEIN PROPERTIES, LLC SILVERSTEIN PROPERTIES, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 242 | $71.5M | $949K |
| 3 | E MORTGAGE FUNDING, LLC |
TROY MI |
| 226 |
| $1.9M |
| $36K |
| 4 | COPAN DIAGNOSTICS, INC. COPAN DIAGNOSTICS 401K PROFIT SHARING PLAN & TRUST | MURRIETA CA | 240 | $5.7M | $30K |
| 5 | THE ROSADO GROUP THE ROSADO GROUP 401K PLAN | MILFORD PA | 114 | $6.7M | $4K |
| 6 | CARL ZEISS MEDITEC PRODUCTION, LLC AAREN SCIENTIFIC INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 0 | $74K | $152 |
