Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Macquarie Small Cap Value Fund; Class R6 Mutual fund in their Schedule of Assets, totaling $6.8M 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 | THE DAY & ZIMMERMANN GROUP, INC. DAY & ZIMMERMANN RETIREMENT PLAN | PHILADELPHIA PA | 4,384 | $487.3M | $3.8M |
| 2 | CYSTIC FIBROSIS FOUNDATION CYSTIC FIBROSIS FOUNDATION 401(K) PLAN | BETHESDA MD | 756 | $175.4M | $1.3M |
| 3 | COHEN MILSTEIN SELLERS & TOLL, PLLC COHEN MILSTEIN SELLERS & TOLL PROFIT SHARING AND RETIREMENT SAVINGS PLAN |
WASHINGTON DC |
| 200 |
| $95.4M |
| $777K |
| 4 | HUFF, POWELL & BAILEY, LLC HUFF, POWELL & BAILEY, LLC 401(K) P/S PLAN | ATLANTA GA | 151 | $23.1M | $551K |
| 5 | H.L. YOH COMPANY LLC THE 401(K) RETIREMENT SAVINGS PLAN FOR YOH CONTRACT EMPLOYEES | PHILADELPHIA PA | 5,263 | $43.9M | $343K |
| 6 | ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC 401K PLAN | GREEN BAY WI | 193 | $33.2M | $98K |
| 7 | THE DAY & ZIMMERMANN GROUP, INC. DAY & ZIMMERMANN 401(K) PLAN FOR CONTRACT EMPLOYEES | PHILADELPHIA PA | 2,054 | $12.2M | $15K |
