Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MACQUARIE SMALL CAP CORE INSTL MUTUAL FUNDS in their Schedule of Assets, totaling $34.1M 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 | AMERICAN FINANCIAL GROUP, INC. AMERICAN FINANCIAL GROUP 401K RETIREMENT AND SAVINGS PLAN | CINCINNATI OH | 7,790 | $2.3B | $30.4M |
| 2 | P. L. MARKETING INC. P. L. MARKETING INC. 401(K) SAVINGS PLAN | NEWPORT KY | 2,239 | $49.7M | $1.6M |
| 3 | CJK GROUP, INC. CJK GROUP 401(K) RETIREMENT PLAN |
BRAINERD MN |
| 3,442 |
| $256.9M |
| $1.5M |
| 4 | BLACK MANN & GRAHAM LLP BLACK MANN & GRAHAM LLP 401(K) PROFIT SHARING PLAN AND TRUST | FLOWER MOUND TX | 83 | $13.8M | $702K |
