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 R6 Mutual fund in their Schedule of Assets, totaling $579K 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 | BIOTISSUE HOLDINGS, INC. BIOTISSUE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN & TRUST | MIAMI FL | 311 | $25.6M | $221K |
| 2 | CURTIS SQUIRE, INC. CURTIS SQUIRE, INC. RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 189 | $11.1M | $152K |
| 3 | MCR HEALTH, INC. MCR HEALTH, INC. 403(B) PLAN |
BRADENTON FL |
| 811 |
| $10.5M |
| $58K |
| 4 | TUDI MECHANICAL SYSTEMS, INC. TUDI MECHANICAL SYSTEMS 401(K) PLAN | MCKEES ROCKS PA | 200 | $23.3M | $48K |
| 5 | SCOTT EQUIPMENT COMPANY SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN | NEW PRAGUE MN | 154 | $24.2M | $41K |
| 6 | THE KELLEN COMPANY THE KELLEN COMPANY 401(K) PLAN | WASHINGTON DC | 158 | $14.4M | $39K |
| 7 | APPLIED SOFTWARE TECHNOLOGY, LLC. APPLIED SOFTWARE TECHNOLOGY, LLC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 121 | $15.3M | $17K |
| 8 | SUFFOLK CONTINUATION, INC. IFG COMPANIES 401(K) PLAN | HARTFORD CT | 306 | $37.5M | $2K |
