Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Macquarie Small Cap Value Fund Institutional Class Mutual fund in their Schedule of Assets, totaling $1.3M 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 | MARKETAXESS CORPORATION MARKETAXESS CORPORATION 401(K) PROFIT SHARING PLAN | NEW YORK NY | 580 | $149.3M | $1.2M |
| 2 | TORN & GLASSER, INC. TORN & GLASSER, INC. EMPLOYEES' 401K PLAN | POMONA CA | 328 | $13.8M | $83K |
| 3 | LIFEMOVES LIFEMOVES 401(K) PLAN |
SANTA CLARA CA |
| 428 |
| $11.7M |
| $12K |
