Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Macquarie Mid Cap Growth R6 Fu in their Schedule of Assets, totaling $3.9M 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 | SHAWMUT GROUP INC. SHAWMUT GROUP 401(K) PLAN | BOSTON MA | 971 | $188.1M | $3.4M |
| 2 | INNOVATIVE CONSTRUCTION SOLUTIONS INNOVATIVE CONSTRUCTION SOLUTIONS - RETIREMENT PLAN | COSTA MESA CA | 176 | $11.7M | $274K |
| 3 | CENERO LLC CENERO LLC 401(K) PLAN |
MALVERN PA |
| 254 |
| $15.0M |
| $137K |
| 4 | BATH COUNTY COMMUNITY HOSPITAL, INC. BATH COMMUNITY HOSPITAL EMPLOYEES 403(B) RETIREMENT PLAN | HOT SPRINGS VA | 232 | $14.4M | $112K |