Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Macquarie Small Cap Value Institutional Registered Investment Company in their Schedule of Assets, totaling $7.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OREGON ANESTHESIOLOGY GROUP, P.C. OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 195 | $385.8M | $7.6M |
| 2 | OREGON ONCOLOGY SPECIALISTS, LLP OREGON SPECIALTY GROUP 401(K) PROFIT SHARING PLAN | SALEM OR | 227 | $38.2M | $313K |
