Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MACQUARIE SMALL CAP VALUE FD A MUTUAL FUNDS in their Schedule of Assets, totaling $13.8M 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 | R.T.G. FURNITURE CORP. & AFFILIATES R.T.G. FURNITURE CORP. & AFFILIATES 401(K) PLAN | SEFFNER FL | 9,789 | $319.8M | $11.9M |
| 2 | C.B. MANAGEMENT CO., INC. C. B. MANAGEMENT CO., INC. PROFIT SHARING PLAN | SPRINGFIELD MO | 142 | $20.1M | $790K |
| 3 | UPSTAGING, INC. UPSTAGING, INC. 401(K) SAVINGS PLAN |
SYCAMORE IL |
| 513 |
| $37.1M |
| $578K |
| 4 | MUNDY SERVICE CORPORATION THE MUNDY COMPANIES RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,578 | $17.5M | $294K |
| 5 | NORCOM REALTY CORP. NORCOM REALTY & AFFILIATES 401(K) PLAN | SEFFNER FL | 524 | $6.9M | $173K |
| 6 | THE INSTITUTE OF INTERNATIONAL FINANCE, INC. I I F RETIREMENT PLAN | WASHINGTON DC | 62 | $40.0M | $87K |
