Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Macquarie Macquarie Small-Cap Value Fund in their Schedule of Assets, totaling $9.2M 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 | RS&H, INC. RS&H, INC. 401(K)PLAN | JACKSONVILLE FL | 1,702 | $296.4M | $4.7M |
| 2 | EMBRY-RIDDLE AERONAUTICAL UNIVERSITY EMBRY-RIDDLE AERONAUTICAL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | DAYTONA BEACH FL | 4,106 | $641.1M | $2.5M |
| 3 | MACK TRUCKS, INC. MACK UAW 401(K) PLAN |
GREENSBORO NC |
| 4,262 |
| $220.3M |
| $903K |
| 4 | VOLVO GROUP NORTH AMERICA, LLC VOLUNTARY INVESTMENT PRETAX PLAN FOR THE VOLVO GROUP NORTH AMERICA UNION EMPLOYEES | GREENSBORO NC | 3,253 | $150.6M | $515K |
| 5 | SEIU LOCAL 503, OREGON PUBLIC EMPLOYEES UNION SEIU LOCAL 503 RETIREMENT PLAN | SALEM OR | 174 | $32.9M | $228K |
| 6 | URBAN HEALTH PLAN, INC. URBAN HEALTH PLAN, INC. 401(K) PLAN | BRONX NY | 954 | $64.9M | $190K |
| 7 | CLARUS COMMERCE LLC DBA EBBO EBBO 401(K) PLAN | ROCKY HILL CT | 176 | $22.4M | $53K |
| 8 | PIEDMONT COMMUNITY HEALTH PLAN, INC. PIEDMONT COMMUNITY HEALTH PLAN, INC. MATCHING TAX DEFERRED SAVINGS PLAN | LYNCHBURG VA | 170 | $9.3M | $38K |
| 9 | NEIGHBORHOOD HEALTHCARE NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN | ESCONDIDO CA | 1,418 | $59.3M | $30K |
