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 " in their Schedule of Assets, totaling $3.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNITED FACILITIES, INC. UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 | EAST PEORIA IL | 286 | $36.0M | $1.9M |
| 2 | FAIRCHILD MEDICAL CENTER RETIREMENT ACCUMULATION PLAN FOR FAIRCHILD MEDICAL CENTER | YREKA CA | 580 | $51.4M | $1.3M |
| 3 | BOARD OF TRUSTEES IUOE LOCAL 324 RETIREMENT TRUST FUND |
TROY MI |
| 1,833 |
| $70.3M |
| $151K |
| 4 | PRESTOLITE ELECTRIC INCORPORATED PRESTOLITE RETIREMENT SAVINGS PLAN | ARCADE NY | 195 | $22.5M | $151K |
| 5 | MENDO MILL & LUMBER CO. MENDO MILL & LUMBER CO. PROFIT SHARING PLAN AND TRUST | UKIAH CA | 174 | $8.7M | $113K |
| 6 | MARK TWAIN ST. JOSEPHS HOSPITAL MARK TWAIN ST. JOSEPH'S HOSPITAL 403(B) TAX DEFERRED ANNUITY PLAN | SAN ANDREAS CA | 20 | $4.5M | $76K |
| 7 | GROVE CITY COLLEGE GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN | GROVE CITY PA | 585 | $83.4M | $48K |
| 8 | FRIENDSHIP VILLAGE OF DUBLIN, OHIO, INC. FRIENDSHIP VILLAGE OF DUBLIN MATCHED FUND RETIREMENT PLAN | DUBLIN OH | 420 | $5.1M | $48K |
| 9 | CALVIN UNIVERSITY CALVIN UNIVERSITY 403(B) RETIREMENT PLAN | GRAND RAPIDS MI | 1,188 | $234.7M | $25K |
| 10 | VISITING NURSE & HOSPICE HOME VISITING NURSE & HOSPICE HOME RETIREMENT PLAN | FORT WAYNE IN | 172 | $6.5M | $23K |
