Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MACQUARIE SMALLCAP CORE FUND R in their Schedule of Assets, totaling $522K 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 | STRATOSPHERE QUALITY, LLC STRATOSPHERE QUALITY, LLC 401K PLAN | FISHERS IN | 1,204 | $12.1M | $338K |
| 2 | HOUSE WORKS LLC HOUSE WORKS LLC 401(K) PLAN | WOBURN MA | 11,844 | $7.2M | $108K |
| 3 | K9S FOR WARRIORS INC. K9S FOR WARRIORS | PONTE VEDRA |
| 209 |
| $1.9M |
| $51K |
| 4 | VENTURE METALS LLC VENTURE METALS INTERNATIONAL 401K PLAN | DALLAS TX | 226 | $5.6M | $15K |
| 5 | COMPASSIONATE HOME HEALTH CARE I COMPASSIONATE HOME HEALTH RESIDENTIAL SERVICES INC. 401K P | TOWSON MD | 236 | $151K | $7K |
| 6 | WILSHIRE LAW FIRM, PLC WILSHIRE LAW FIRM 401(K) PLAN | LOS ANGELES CA | 509 | $4.5M | $3K |
