Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Macquarie Small Cap in their Schedule of Assets, totaling $116K 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 | SHEET METAL WORKERS LOCAL 22 EDUCATION FUND SHEET METAL WORKERS LOCAL NO. 22 EDUCATION FUND | KENILWORTH NJ | 72 | $3.8M | $83K |
| 2 | NAVIAN CAPITAL, LLC NAVIAN CAPITAL, LLC 401(K) P/S PLAN | CINCINNATI OH | 66 | $6.2M | $33K |
