Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Macquarie Small Cap Value R6 in their Schedule of Assets, totaling $16.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BAY AREA PAINTERS & TAPERS ANNUITY FUND BAY AREA PAINTERS & TAPERS ANNUITY FUND | DUBLIN CA | 6,637 | $543.5M | $15.2M |
| 2 | CR&R INCORPORATED CR&R INCORPORATED PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | STANTON CA | 816 | $46.0M | $288K |
| 3 | GREENLEAVES CAPITAL, LLC PHARR 401(K) PLAN |
MCADENVILLE NC |
| 48 |
| $15.6M |
| $217K |
| 4 | SOUTHWEST ELECTRIC CO. SOUTHWEST ELECTRIC CO. CORPORATE 401(K) PLAN | OKLAHOMA CITY OK | 196 | $11.4M | $181K |
| 5 | TGNR HOLDCO LLC TG NATURAL RESOURCES RETIREMENT PLAN | HOUSTON TX | 259 | $24.3M | $64K |
| 6 | CURRENT LIGHTING EMPLOYEE CO LLC CURRENT RETIREMENT PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | GREENVILLE SC | 249 | $10.8M | $51K |
