Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Macquarie Small Cap Value Instl in their Schedule of Assets, totaling $1.5M 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 | NATIONAL BUSINESS FURNITURE, LLC NATIONAL BUSINESS FURNITURE PERFORMANCE RETIREMENT PLAN | MILWAUKEE WI | 192 | $46.8M | $754K |
| 2 | STEVENSON UNIVERSITY, INC. STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN | STEVENSON MD | 1,124 | $117.8M | $499K |
| 3 | 3-DIMENSIONAL SERVICES INC. |
ROCHESTER HILLS MI |
| 422 |
| $32.5M |
| $293K |
