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 Mutual fund in their Schedule of Assets, totaling $21.7M 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 | MACQUARIE MANAGEMENT HOLDINGS, INC. MACQUARIE MANAGEMENT HOLDINGS, INC. RETIREMENT PLAN | NEW YORK NY | 154 | $125.1M | $10.8M |
| 2 | MACQUARIE MANAGEMENT HOLDINGS, INC. MACQUARIE MANAGEMENT HOLDINGS, INC. EMPLOYEES' SAVINGS AND 401(K) PLAN | NEW YORK NY | 603 | $413.6M | $9.9M |
| 3 | COMMONSPIRIT HEALTH |
ERLANGER KY |
| 28,491 |
| $2.9B |
| $413K |
| 4 | TODD & SARGENT, INC. TODD & SARGENT, INC. 401(K) PROFIT SHARING PLAN | AMES IA | 298 | $21.9M | $296K |
| 5 | WESTMORELAND ELECTRIC SERVICES, LLC WESTMORELAND ELECTRIC SERVICES 401(K) PROFIT SHARING PLAN | TARRS PA | 114 | $20.4M | $108K |
| 6 | BEREXCO LLC BEREXCO LLC 401(K) PLAN | WICHITA KS | 214 | $32.4M | $35K |
| 7 | ASHE MEMORIAL HOSPITAL, INC. ASHE MEMORIAL HOSPITAL 403(B) PLAN | JEFFERSON NC | 355 | $13.8M | $17K |
| 8 | ZIP AVIATION ZIP AVIATION 401(K) PROFIT SHARING PLAN & TRUST | CLIFTON NJ | 64 | $1.2M | $5K |
