Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Macquarie Mid Cap Growth " in their Schedule of Assets, totaling $11.7M 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 | PLAN PROFESSIONALS, LLC AGC SELECT 401(K) PEP | SHREWSBURY NJ | 15,566 | $610.5M | $7.0M |
| 2 | ENSTAR (US) INC. ENSTAR (US) INC. 401(K) PLAN | ST. PETERSBURG FL | 345 | $134.0M | $2.9M |
| 3 | HOYLE, TANNER & ASSOCIATES, INC. THE HTA EMPLOYEES 401(K) PROFIT SHARING PLAN |
MANCHESTER NH |
| 120 |
| $29.3M |
| $662K |
| 4 | TROPICAL SMOOTHIE CAFE, LLC TROPICAL SMOOTHIE CAFE, LLC 401(K) PLAN | ATLANTA GA | 119 | $10.4M | $386K |
| 5 | WOLTER, INC. WOLTER INC. SALARY SAVINGS PLAN | BROOKFIELD WI | 644 | $48.0M | $306K |
| 6 | ASSOCIATED GROCERS OF THE SOUTH, INC. ASSOCIATED GROCERS OF THE SOUTH 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 195 | $10.9M | $169K |
| 7 | MOODY GARDENS, INC. MOODY GARDENS, INC. 401(K) RETIREMENT PLAN | GALVESTON TX | 374 | $11.9M | $154K |
| 8 | MONTEREY PENINSULA HORTICULTURE, INC. MONTEREY PENINSULA HORTICULTURE, INC. 401(K) PLAN | SALINAS CA | 210 | $7.7M | $66K |
| 9 | NEWCOURTLAND ELDER SERVICES NEWCOURTLAND ELDER SERVICES 403(B) PLAN | PHILADELPHIA PA | 356 | $13.3M | $42K |
| 10 | DAKOTALAND FEDERAL CREDIT UNION DAKOTALAND FEDERAL CREDIT UNION 401(K) PLAN & TRUST | HURON SD | 173 | $19.2M | $5K |
