Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Macquarie Small Cap Core A in their Schedule of Assets, totaling $3.0M 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 | CITY FACILITIES MANAGEMENT (US) LLC CITY FACILITIES MANAGEMENT (US) LLC 401(K) PLAN | JACKSONVILLE FL | 608 | $45.4M | $651K |
| 2 | INTELLIGENT DECISION SYSTEMS, IN INTELLIGENT DECISION SYSTEMS, INC. 401(K) PLAN | GAINESVILLE VA | 33 | $14.5M | $636K |
| 3 | SOVEREIGN CONSULTING INC. SOVEREIGN CONSULTING INC. 401(K) PLAN | CHERRY HILL NJ | 139 | $23.7M | $631K |
| 4 | DISTRIBUTION ALTERNATIVES DISTRIBUTION ALTERNATIVES RETIREMENT SAVINGS PLAN | LINO LAKES MN | 223 | $8.0M | $256K |
| 5 | INTERSTATE WAREHOUSING, INC. TIPPMANN GROUP EMPLOYEES 401(K) PLAN | FORT WAYNE IN | 1,126 | $43.1M | $215K |
| 6 | AKELIUS REAL ESTATE MANAGEMENT AKELIUS REAL ESTATE MANAGEMENT 401(K) | BOSTON MA | 151 | $11.8M | $214K |
| 7 | COMMUNITYBANC, INC. COMMUNITYBANC, INC. PROFIT SHARING 401(K) PLAN | ZANESVILLE OH | 122 | $9.4M | $175K |
| 8 | H.O.T. GRAPHIC SERVICES, INC. H.O.T. AND EMI 401(K) PLAN | NORTHWOOD OH | 116 | $7.0M | $67K |
| 9 | SDC PROPERTIES, INC SDC PROPERTIES, INC 401(K) PLAN | HILTON HEAD SC | 211 | $3.6M | $66K |
| 10 | CLA USA, INC CLA USA, INC 401(K) PROFIT SHARING PLAN & TRUST | FRISCO TX | 58 | $3.3M | $51K |
