Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Macquarie Macquarie Small Cap Core in their Schedule of Assets, totaling $688K 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 | SHRADER TIRE AND OIL INC SHRADER TIRE AND OIL INC 401(K) PROFIT SHARING PLAN & TRUST | TOLEDO OH | 213 | $14.2M | $518K |
| 2 | AVENUE LOGISTICS, LLC AVENUE LOGISTICS, LLC 401(K) PLAN | CHICAGO IL | 158 | $7.0M | $161K |
| 3 | STEVEN DUBNER LANDSCAPING STEVEN DUBNER LANDSCAPING 401(K) PROFIT SHARING PLAN & TRUST |
WESTBURY NY |
| 240 |
| $1.1M |
| $10K |
