Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Macquarie Small Cap Value Institutional in their Schedule of Assets, totaling $2.7M 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 | ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN | ANN ARBOR MI | 188 | $135.5M | $1.2M |
| 2 | BIRLA CARBON USA BIRLA CARBON USA EMPLOYEES SAVINGS PLAN | MARIETTA GA | 361 | $55.5M | $698K |
| 3 | FIRST FARMERS FINANCIAL CORP. |
CONVERSE IN |
| 351 |
| $40.2M |
| $394K |
| 4 | TNTP, INC. THE NEW TEACHER PROJECT 403(B) PLAN | NEW YORK NY | 677 | $87.1M | $193K |
| 5 | HUBBELL CARIBE LIMITED HUBBELL CARIBE,INC. EMPLOYEES' RETIREMENT PLAN | SHELTON CT | 535 | $25.4M | $135K |
| 6 | TREACE MEDICAL CONCEPTS INC TREACE MEDICAL CONCEPTS 401(K) RETIREMENT SAVINGS PLAN | PONTE VEDRA FL | 479 | $25.1M | $79K |
| 7 | VISUAL EDGE TECHNOLOGY, INC. VISUAL EDGE TECHNOLOGY, INC. 401(K) SAVINGS AND RETIREMENT PLAN | NORTH CANTON OH | 1,039 | $46.5M | $74K |
| 8 | GUARDIAN MANAGEMENT LLC GUARDIAN MANAGEMENT LLC 401(K) PLAN | PORTLAND OR | 215 | $7.1M | $9K |
