Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Macquarie Macquarie Small Cap value in their Schedule of Assets, totaling $13.4M 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 | VOLVO GROUP NORTH AMERICA, LLC VOLVO GROUP NORTH AMERICA VOLUNTARY INVESTMENT PRETAX PLAN | GREENSBORO NC | 6,120 | $1.5B | $12.2M |
| 2 | PREVOST CAR, INC. (A DIVISION OF PREVOST CAR (US), INC.) PREVOST CAR, INC. (A DIVISION OF PREVOST CAR (US), INC.) 401(K) RETIREMENT PLAN | GREENSBORO NC | 563 | $88.4M | $477K |
| 3 | ARTIS NAPLES, INC. |
NAPLES FL |
| 375 |
| $37.8M |
| $466K |
| 4 | LOS ANGELES JEWISH HOME FOR THE AGING LA JEWISH HOME FOR THE AGING RETIREMENT PLAN | RESEDA CA | 1,115 | $58.0M | $183K |
| 5 | UNION HOSPITAL, INC. UNION HEALTH 403(B)RETIREMENT PLAN | TERRE HAUTE IN | 3,369 | $232.8M | $14K |
| 6 | OLD DOMINION UNIVERSITY RESEARCH FOUNDATION OLD DOMINION UNIVERSITY RESEARCH FOUNDATION TAX-SHELTERED RETIREMENT PLAN | NORFOLK VA | 871 | $27.8M | $8K |
| 7 | VOLVO PENTA MARINE PRODUCTS, LLC VOLVO PENTA MARINE PRODUCTS, LLC RETIREMENT SAVINGS PLAN | LEXINGTON PA | 76 | $7.6M | $3K |
| 8 | HOPE COMMUNITY RESOURCES, INC. HOPE COMMUNITY RESOURCES, INC. RETIREMENT SAVINGS PLAN | ANCHORAGE AK | 448 | $13.6M | $2K |
