Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Macquarie Small Cap Value Fund Mutual fund in their Schedule of Assets, totaling $12.2M 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 | PRIVATE NATIONAL MORTGAGE ACCEPTANCE COMPANY LLC PRIVATE NATIONAL MORTGAGE ACCEPTANCE COMPANY LLC RETIREMENT PLAN | MOORPARK CA | 4,147 | $338.0M | $3.9M |
| 2 | SHAMROCK TRADING CORPORATION SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 2,503 | $122.1M | $3.6M |
| 3 | THE TRUST FOR PUBLIC LAND |
SAN FRANCISCO CA |
| 383 |
| $95.4M |
| $1.4M |
| 4 | REHAB EMPLOYEE SERVICES, LLC REHAB EMPLOYEE SERVICES 401(K) PLAN | BIRMINGHAM AL | 7,323 | $208.6M | $1.2M |
| 5 | AIXTRON, INC. AIXTRON, INC. 401(K) PLAN | SANTA CLARA CA | 55 | $15.0M | $484K |
| 6 | SYSERCO, INC. SYSERCO, INC. SALARY DEFERRAL PLAN | FREMONT TX | 205 | $27.4M | $484K |
| 7 | MICHELMAN & ROBINSON, LLP MICHELMAN & ROBINSON, LLP 401(K) PLAN | LOS ANGELES CA | 126 | $24.3M | $445K |
| 8 | THE FESSENDEN SCHOOL THE FESSENDEN SCHOOL RETIREMENT PLAN | WEST NEWTON MA | 334 | $56.6M | $340K |
| 9 | BOEING ENCORE INTERIORS, LLC BOEING ENCORE INTERIORS, LLC 401(K) PLAN | HUNTINGTON BEACH CA | 555 | $35.6M | $260K |
| 10 | 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 |
