Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Macquarie Small Cap Core Fund; Institutional Class in their Schedule of Assets, totaling $26.9M 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 | ARCH CAPITAL GROUP (U.S.) INC. ARCH CAPITAL GROUP (U.S.) INC. EMPLOYEE RETIREMENT PLAN | JERSEY CITY NJ | 3,978 | $1.3B | $20.4M |
| 2 | CHENEY BROTHERS, INC. CHENEY BROTHERS, INC. 401(K) PLAN | RIVIERA BEACH FL | 2,905 | $115.0M | $3.6M |
| 3 | KIMBALL ELECTRONICS, INC. KIMBALL ELECTRONICS RETIREMENT PLAN |
JASPER IN |
| 1,173 |
| $154.0M |
| $2.7M |
| 4 | TRENDS INTERNATIONAL, LLC TRENDS INTERNATIONAL, LLC 401(K) PLAN | INDIANAPOLIS IN | 200 | $16.7M | $112K |
| 5 | PEP BOYS - MANNY, MOE AND JACK OF PUERTO RICO, INC. THE PEP BOYS SAVINGS PLAN - PUERTO RICO | BALA CYNWYD PA | 413 | $6.2M | $43K |
