Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Macquarie Small Cap Value R6 Macquarie 0 in their Schedule of Assets, totaling $6.6M 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 | WESTPORT CORPORATION MUNDI/WESTPORT 401(K) PLAN | PINE BROOK NJ | 130 | $45.4M | $1.5M |
| 2 | DEV TECHNOLOGY GROUP, INC DEV TECHNOLOGY GROUP - 401(K) P/S PLAN | RESTON VA | 310 | $53.3M | $1.3M |
| 3 | A.J. ANTUNES & CO. AJ ANTUNES & CO PS & EE SAVINGS PLAN & TRUST |
CAROL STREAM IL |
| 300 |
| $40.9M |
| $1.0M |
| 4 | PARKER, HUDSON, RAINER & DOBBS, LLP PARKER, HUDSON, RAINER & DOBBS LLP SAVINGS INCENTIVE AND SALARY DEFERRAL PLAN | ATLANTA GA | 83 | $40.3M | $552K |
| 5 | HENNESSY & ROACH P.C. HENNESSY & ROACH 401K SAVINGS PLAN | CHICAGO IL | 168 | $26.7M | $496K |
| 6 | TOM O'BRIEN CO. O'BRIEN AUTOMOTIVE GROUP 401(K) PLAN | INDIANAPOLIS IN | 208 | $18.1M | $328K |
| 7 | EXECUTIVE CONSTRUCTION INC. EXECUTIVE CONSTRUCTION INC 401(K) SAVINGS PLAN | HILLSIDE IL | 92 | $27.2M | $278K |
| 8 | CANAM BRIDGES US INC CANAM BRIDGES US INC 401(K) PLAN | CLAREMONT NH | 169 | $15.3M | $247K |
| 9 | SPAHN & ROSE LUMBER CO. SPAHN & ROSE LUMBER CO EMPLOYEE'S 401(K) PROFIT SHARING PLAN | DUBUQUE IA | 392 | $34.3M | $227K |
| 10 | LATITUDE AI LLC LATITUDE AI LLC 401(K) PLAN | PITTSBURGH PA | 555 | $113.7M | $227K |
