Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Macquarie Mid Cap Growth Y Fun in their Schedule of Assets, totaling $500K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OPTO 22 OPTO 22 MONEY PURCHASE PENSION PLAN AND TRUST | TEMECULA CA | 117 | $22.4M | $251K |
| 2 | SPARTANBURG DODGE, INC. BROWN AUTOMOTIVE RETIREMENT SAVINGS PLAN | SPARTANBURG SC | 228 | $10.4M | $249K |
