Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Macquarie Small Cap Core Mutual fund in their Schedule of Assets, totaling $21.4M 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 | MACQUARIE MANAGEMENT HOLDINGS, INC. MACQUARIE MANAGEMENT HOLDINGS, INC. EMPLOYEES' SAVINGS AND 401(K) PLAN | NEW YORK NY | 603 | $413.6M | $15.9M |
| 2 | MARION GENERAL HOSPITAL, INC. MGH 403(B) RETIREMENT PLAN | MARION IN | 1,208 | $74.3M | $2.4M |
| 3 | CAST & CREW LLC CAST & CREW 401(K) PLAN |
BURBANK CA |
| 924 |
| $87.6M |
| $1.7M |
| 4 | MESA AIR GROUP INC MESA AIR GROUP INC 401K PLAN | PHOENIX AZ | 1,733 | $109.9M | $1.0M |
| 5 | CLYSAR, LLC CLYSAR, LLC 401(K) PLAN | CLINTON IA | 242 | $30.0M | $246K |
| 6 | KDM SIGNS, INC. KDM SIGNS, INC. 401(K) SAVINGS PLAN | CINCINNATI OH | 200 | $19.0M | $133K |
| 7 | VANTAGE POINT SOLUTIONS, INC. VPS EMPLOYEE STOCK OWNERSHIP PLAN | MITCHELL SD | 360 | $37.1M | $110K |
| 8 | BANKING SERVICES CORPORATION BSC 401(K) PLAN | BELCAMP MD | 393 | $3.5M | $4K |
