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 Instl in their Schedule of Assets, totaling $3.6M 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 | TOYOTA BOSHOKU AMERICA, INC. TOYOTA BOSHOKU AMERICA, INC. 401(K) PROFIT SHARING PLAN & TRUST | ERLANGER KY | 4,244 | $233.1M | $3.3M |
| 2 | CORPORATE GROUP, INC. CORPORATE GROUP, INC. 401(K) PLAN | MILWAUKEE WI | 235 | $21.7M | $169K |
| 3 | ST. ROSE HOSPITAL ST. ROSE HOSPITAL 403(B) SAVINGS PLAN |
HAYWARD CA |
| 710 |
| $63.5M |
| $63K |
