Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Macquarie Mid Cap Growth Fund Class I Mutual fund in their Schedule of Assets, totaling $10.4M 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 | TUFTS MEDICINE, INC. TUFTS MEDICINE, INC. 403(B) RETIREMENT PLAN | BURLINGTON MA | 11,129 | $991.9M | $6.5M |
| 2 | MARKETAXESS CORPORATION MARKETAXESS CORPORATION 401(K) PROFIT SHARING PLAN | NEW YORK NY | 580 | $149.3M | $2.2M |
| 3 | TUFTS MEDICAL CENTER, INC. TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) |
BOSTON MA |
| 1,702 |
| $372.5M |
| $944K |
| 4 | CARE N CARE INSURANCE COMPANY OF NORTH CAROLINA, INC. HEALTHTEAM ADVANTAGE 401(K) PLAN | GREENSBORO NC | 135 | $5.8M | $284K |
| 5 | TEVA PR LLC TEVA PR LLC SAVINGS PLAN | PARSIPPANY NJ | 74 | $34.4M | $232K |
| 6 | WENTE VINEYARDS WENTE FAMILY ESTATES 401(K) PROFIT SHARING PLAN & TRUST | LIVERMORE CA | 178 | $33.9M | $154K |
| 7 | SALVAGNINI AMERICA, INC. SALVAGNINI AMERICA 401(K) PLAN | HAMILTON OH | 150 | $15.2M | $63K |
| 8 | DEXTER MAGNETIC HOLDINGS, LLC DEXTER MAGNETIC HOLDINGS, LLC 401(K) PLAN | ELK GROVE VILLAGE IL | 427 | $32.0M | $59K |
