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 " in their Schedule of Assets, totaling $5.6M 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 | TRUSTEES OF UFCW LOCAL UNION 1189 AND ST. PAUL FOOD EMPLOYERS DEF CONT UFCW LOCAL UNION 1189 AND ST. PAUL FOOD EMPLOYERS DEFINED CONTRIBUTION PLAN | BLOOMINGTON MN | 7,276 | $226.4M | $3.3M |
| 2 | TRUSTEES OF TEAMSTERS LOCAL 929 RETIREMENT PLAN TEAMSTERS LOCAL 929 RETIREMENT PLAN | PENNSAUKEN NJ | 3,105 | $32.9M | $943K |
| 3 |
MANCHESTER NH |
| 1,577 |
| $39.6M |
| $792K |
| 4 | LIFELINC CORPORATION LIFELINC CORPORATION 401(K)PLAN | MEMPHIS TN | 217 | $18.1M | $424K |
| 5 | LE CREUSET OF AMERICA, INC. LE CREUSET OF AMERICA, INC. 401(K) SAVINGS PLAN | EARLY BRANCH SC | 777 | $27.2M | $103K |
| 6 | FAITH ACADEMY OF MOBILE FAITH ACADEMY OF MOBILE INC. 403B PLAN | MOBILE AL | 149 | $7.7M | $35K |
| 7 | J127 EDUCATION FOUNDATION J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN | FAIRFAX VA | 245 | $6.5M | $27K |
| 8 | PREMIER HEALTH CARE SERVICES, LLC PREMIER HEALTH CARE SERVICES, LLC 401(K) PLAN | WATKINS MN | 691 | $6.7M | $16K |
