Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Macquarie Small Cap Growth Pooled separate account - in their Schedule of Assets, totaling $3.5M 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 | INOVIO PHARMACEUTICALS, INC. INOVIO PHARMACEUTICALS, INC. 401(K) PLAN | SAN DIEGO CA | 124 | $37.6M | $1.9M |
| 2 | MENTAL HEALTH RESOURCES, INC. MHR RETIREMENT SAVINGS PLAN | ST. PAUL MN | 170 | $16.3M | $1.2M |
| 3 | FISHER & ARNOLD, INC. FISHER & ARNOLD, INC. 401(K) PROFIT SHARING RETIREMENT PLAN |
MEMPHIS TN |
| 136 |
| $12.5M |
| $249K |
| 4 | GUARANTY BANK & TRUST COMPANY GUARANTY BANK & TRUST OF BELZONI, MS 401(K) PLAN | BELZONI MS | 489 | $44.0M | $141K |
| 5 | ONPATH FEDERAL CREDIT UNION ONPATH FEDERAL CREDIT UNION PROFIT SHARING 401(K) PLAN | MATAIRIE LA | 129 | $11.1M | $6K |