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 I - in their Schedule of Assets, totaling $4.2M 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 | CLARKSTON-POTOMAC GROUP, INC. CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST | DURHAM NC | 334 | $107.6M | $3.2M |
| 2 | BOT SPOKANE FIRE FIGHTERS (LOCAL 29) BENEFIT TRUST SPOKANE FIRE FIGHTERS (LOCAL 29) BENEFIT TRUST | SEATTLE WA | 339 | $43.2M | $406K |
| 3 | DAKOTA COMMUNITY BANK & TRUST |
BISMARCK ND |
| 165 |
| $31.6M |
| $246K |
| 4 | OLD COLONY ELDER SERVICES, INC OLD COLONY ELDER SERVICES, INC 401K PLAN | BROCKTON MA | 237 | $11.0M | $90K |
| 5 | HORNE LLP HORNE LLP PUERTO RICO EMPLOYEES PROFIT SHARING PLAN | RIDGELAND MS | 161 | $6.3M | $58K |
| 6 | FLORIDA CAN MANUFACTURING, LLC CC1 FLORIDA EMPLOYEES RETIREMENT SAVINGS PLAN | BARTOW FL | 141 | $2.3M | $53K |
| 7 | ABO LEASING CORPORATION ABO LEASING CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | PLYMOUTH IN | 282 | $40.9M | $45K |
| 8 | ROBINSON & HENRY P C ROBINSON & HENRY P C 401(K) PLAN | CASTLE ROCK CO | 106 | $4.0M | $36K |
| 9 | RIVER HOSPITAL, INC. RIVER HOSPITAL, INC. 403(B) PLAN | ALEXANDRIA BAY NY | 264 | $6.4M | $6K |
| 10 | INSTITUTES OF HEALTH BMMP, INC INSTITUTES OF HEALTH BEHAVIORAL MEDICINE AND MEDICAL PSYCHOLOGY, INC. 401(K) PROFIT SHARING PLAN & TRUST | SAN DIEGO CA | 161 | $1.5M | $5K |
