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 Instl Mutual Fund in their Schedule of Assets, totaling $6.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WARD AND SMITH, P.A. WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN | NEW BERN NC | 248 | $119.5M | $3.0M |
| 2 | NCTA - THE INTERNET & TELEVISION ASSOCIATION NCTA 401(K) PLAN | WASHINGTON DC | 83 | $66.7M | $2.3M |
| 3 | SUNLIGHT PEAK, LLLP DBA SAK LLC SAK 401(K) PLAN |
OFALLON MO |
| 619 |
| $40.1M |
| $1.0M |
| 4 | WORKFORCE ESSENTIALS, INC. WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN | CLARKSVILLE TN | 157 | $4.6M | $20K |
