Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Macquarie Small Cap Core Inst in their Schedule of Assets, totaling $3.3M 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 | ELECTRICIANS ANNUITY FUND IBEW LOCAL 456 ELECTRICIANS ANNUITY PLAN - IBEW LOCAL 456 | WEST TRENTON NJ | 1,433 | $355.8M | $2.5M |
| 2 | ICAHN CHARTER SCHOOL 1 ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN | BRONX NY | 325 | $21.9M | $635K |
| 3 | ALECTO HEALTHCARE SERVICES LLC |
GLENDALE CA |
| 506 |
| $39.5M |
| $179K |