Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Macquarie Macquarie VIP Small Cap Value Series - in their Schedule of Assets, totaling $56K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEALTHALLIANCE HOSPITAL - MARY'S AVENUE CAMPUS HEALTHALLIANCE 403(B) PLAN | KINGSTON NY | 1,286 | $103.1M | $51K |
| 2 | SAN DIEGO MUSEUM OF ART SAN DIEGO MUSEUM OF ART 403(B) RETIREMENT PLAN | SAN DIEGO CA | 117 | $11.0M | $5K |
