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 R6 in their Schedule of Assets, totaling $2.2M 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 | JABIAN, LLC JABIAN, LLC 401(K) PLAN | ATLANTA GA | 99 | $22.5M | $474K |
| 2 | CAREPATHRX MIDCO INC. CAREPATHRX 401(K) PLAN | VALLEY VIEW OH | 2,513 | $132.7M | $454K |
| 3 | CHALLENGE MFG. HOLDINGS CHALLENGE MFG. COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN |
WALKER MI |
| 2,860 |
| $90.9M |
| $351K |
| 4 | VISIONARY COMMUNICATIONS, INC. VISIONARY COMMUNICATIONS, INC. 401(K) PLAN | GILLETTE WY | 219 | $16.5M | $314K |
| 5 | 48FORTY SOLUTIONS, LLC 48FORTY SOLUTIONS 401(K) PLAN | HOUSTON TX | 4,694 | $53.8M | $177K |
| 6 | BIP ALIGNED EQUITY HOLDINGS LLC ALIGNED EQUITY HOLDINGS 401(K) PLAN | BOSTON MA | 383 | $11.9M | $158K |
| 7 | TAIT & ASSOCIATES, INC. TAIT & ASSOCIATES, INC. 401(K) SAVINGS PLAN | SANTA ANA CA | 179 | $26.4M | $135K |
| 8 | BSWIFT LLC BSWIFT LLC 401(K) PLAN | CHICAGO IL | 1,170 | $73.0M | $88K |
| 9 | BETTERHEALTH, A PLANNED PARENTHOOD PARTNERSHIP BETTERHEALTH, A PLANNED PARENTHOOD PARTNERSHIP | HOUSTON TX | 115 | $3.8M | $3K |
