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 Value A in their Schedule of Assets, totaling $2.0M 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 | BD. OF TRUST. OF STATIONARY ENGINEERS LOC. 39 ANNUITY STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND | DUBLIN CA | 6,736 | $314.9M | $1.5M |
| 2 | MOM'S ORGANIC MARKET, INC. MOM'S 401(K) PLAN | ROCKVILLE MD | 840 | $14.4M | $396K |
| 3 | ADVANCED SYSTEMS DEVELOPMENT, INC. ADVANCED SYSTEMS DEVELOPMENT, INC. 401(K) AND PROFIT SHARING PLAN |
FALLS CHURCH VA |
| 21 |
| $10.6M |
| $155K |
