Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Macquarie Small Cap Value I Fu in their Schedule of Assets, totaling $3.4M 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 | ARAG NORTH AMERICA, INC. ARAG NORTH AMERICA, INC. SAVINGS AND INVESTMENT PLAN | DES MOINES IA | 234 | $51.8M | $2.1M |
| 2 | ROBERT MADDEN INDUSTRIES, LTD ROBERT MADDEN INDUSTRIES, LTD. 401(K) PLAN | LUBBOCK TX | 279 | $27.6M | $1000K |
| 3 | OPTO 22 OPTO 22 MONEY PURCHASE PENSION PLAN AND TRUST |
TEMECULA CA |
| 117 |
| $22.4M |
| $171K |
| 4 | PS OPERATING COMPANY LLC DBA QC SUPPLY PS OPERATING COMPANY 401(K) PLAN | SCHUYLER NE | 170 | $12.0M | $91K |
