Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding MACQUARIE SMALL CAP VALUE - R in their Schedule of Assets, totaling $766K 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 | US TECH SOLUTIONS, INC. USTS 401(K) PLAN | JERSEY CITY NJ | 3,278 | $24.9M | $385K |
| 2 | MOTIVATIONAL SYSTEMS, INC. MOTIVATIONAL SYSTEMS, INC. 401(K) RETIREMENT PLAN | NATIONAL CITY CA | 103 | $11.7M | $110K |
| 3 | SWANK TEK INC SWANK TEK INC 401(K) PLAN |
NUTLEY NJ |
| 139 |
| $3.7M |
| $58K |
| 4 | K9S FOR WARRIORS INC. K9S FOR WARRIORS | PONTE VEDRA FL | 209 | $1.9M | $50K |
| 5 | EARLY DEVELOPMENT SERVICES INC. EARLY DEVELOPMENT SERVICES INC. 401K RETIREMENT SAVINGS PLAN | SEASIDE CA | 123 | $2.2M | $48K |
| 6 | NAVIKA CAPITAL GROUP, LLC NAVIKA CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN | UNIONDALE NY | 2,420 | $4.5M | $35K |
| 7 | THE ANDERSON COMPANY, L.L.C. THE ANDERSON COMPANY, L.L.C. 401(K) RETIREMENT PLAN | MANASSAS VA | 251 | $10.6M | $32K |
| 8 | ARNET PHARMACEUTICAL CORP ARNET PHARMACEUTICAL CORP 401K | DAVIE FL | 357 | $3.2M | $22K |
| 9 | TRIVIUM HEALTHCARE LLC TRIVIUM HEALTHCARE 401(K) PLAN | SIGNAL MOUNTAIN TN | 142 | $2.4M | $16K |
| 10 | RESIDENTIAL FIRE PROTECTION RESIDENTIAL FIRE PROTECTION 401K PLAN | LAS VEGAS NV | 149 | $2.5M | $10K |
