Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Macquarie Small Cap Value Fund; Institutional Class in their Schedule of Assets, totaling $15.4M 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 | NORTHWESTERN MUTUAL LIFE INS.CO. THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND | MILWAUKEE WI | 6,097 | $1.4B | $8.2M |
| 2 | NORTHWESTERN MUTUAL LIFE INS. CO. THE NORTHWESTERN MUTUAL EMPLOYEE SAVINGS PLAN | MILWAUKEE WI | 8,160 | $2.9B | $6.1M |
| 3 | WHITE AND WILLIAMS LLP |
PHILADELPHIA PA |
| 333 |
| $185.0M |
| $436K |
| 4 | LONE PINE CAPITAL LLC LONE PINE CAPITAL LLC 401(K) PROFIT SHARING PLAN | GREENWICH CT | 105 | $293.4M | $365K |
| 5 | IMAGINE BELIEVE REALIZE LLC IMAGINE BELIEVE REALIZE LLC 401(K) PROFIT SHARING PLAN AND TRUST | ROCKLEDGE FL | 259 | $14.5M | $226K |
