Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Macquarie Small Cap Value Instl Macquarie 0 in their Schedule of Assets, totaling $1.7M 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 | FOX ELECTRIC I, LTD. FOX ELECTRIC I, LTD. 401(K) PLAN | ARLINGTON TX | 269 | $16.5M | $909K |
| 2 | VERINEXT CORP. VERINEXT CORP. 401(K) RETIREMENT PLAN | BLUE BELL PA | 276 | $39.8M | $313K |
| 3 | SPAN-AMERICA MEDICAL SYSTEMS, INC. SPAN-AMERICA MEDICAL SYSTEMS, INC 401(K) PLAN |
GREENVILLE SC |
| 114 |
| $20.3M |
| $252K |
| 4 | GENERON IGS, INC. GENERON IGS, INC. 401(K) RETIREMENT PLAN | HOUSTON TX | 180 | $21.8M | $87K |
| 5 | SAVANA, INC. SAVANA, INC. 401(K) RETIREMENT PLAN | MALVERN PA | 85 | $9.2M | $52K |
| 6 | XPRESS NATURAL GAS, LLC XNG RETIREMENT PLAN | ANDOVER MA | 132 | $5.1M | $50K |
| 7 | SAVARIA USA INC. SAVARIA USA 401(K) PLAN | GREENVILLE SC | 102 | $8.2M | $23K |
| 8 | LAKE SUNAPEE HOME CARE AND HOSPICE LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403B PLAN | NEW LONDON NH | 84 | $6.1M | $17K |
| 9 | CIRCLE OF LIFE HOSPICE & PALLIATIVATE CARE CIRCLE OF LIFE RETIREMENT 403B PLAN | SPRINGDALE AR | 336 | $7.1M | $6K |
| 10 | VNA HEALTH CARE SERVICES INC VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC 403(B) PLAN | STATEN ISLAND NY | 1 | $2.7M | $1K |
