Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Macquarie Small Cap Core A Macquarie 0 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 | OPHTHALMIC CONSULTANTS OF LONG ISLAND OPHTHALMIC CONSULTANTS OF LONG ISLAND 401K PLAN | GARDEN CITY NY | 1,096 | $78.4M | $1.5M |
| 2 | NAGEL PRECISION INC. NAGEL PRECISION INC. PS 401(K) PLAN AND TRUST | ANN ARBOR MI | 110 | $24.4M | $883K |
| 3 | UNEX CORP UNEX CORP 401(K) PROFIT SHARING PLAN AND TRUST |
MAHWAH NJ |
| 303 |
| $26.8M |
| $717K |
| 4 | WEST HOMESTEAD ENG & MACHINE CO. WEST HOMESTEAD ENGINEERING MACHINE CO. 401(K) PLAN | PITTSBURGH PA | 164 | $24.6M | $397K |
| 5 | LAKEVIEW HEALTH SERVICES, INC. LAKEVIEW HEALTH 401(K) PLAN | GENEVA NY | 133 | $5.5M | $242K |
| 6 | AET INC. LIMITED AET INC. LIMITED 401(K) SAVINGS PLAN | HOUSTON TX | 171 | $33.3M | $136K |
| 7 | JOINT BOARD OF TRUSTEESS THE UNITED CONSTRUCTION WORKERS RETIREMENT AND 401(K) SAVINGS PLAN | GRANGER IN | 69 | $11.5M | $126K |
| 8 | TRIAD MANUFACTURING, INC. TRIAD MANUFACTURING, INC. 401(K) & P/S PLAN | ST. LOUIS MO | 336 | $18.8M | $102K |
| 9 | CONSTRUCTION ONE, INC. CONSTRUCTION ONE, INC RETIREMENT PLAN | COLUMBUS OH | 79 | $8.1M | $46K |
| 10 | CHRISTIAN FINANCIAL CREDIT UNION CHRISTIAN FINANCIAL CREDIT UNION EMPLOYEES 401(K) AND PROFIT SHARING PLAN | STERLING HEIGHTS MI | 165 | $24.2M | $45K |
