Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding MACQUARIE VALUE A in their Schedule of Assets, totaling $1.9M 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 | TIERRA, INC. TIERRA, INC. 401(K) PLAN | TAMPA FL | 3 | $15.5M | $396K |
| 2 | JENSEN U.S.A. JENSEN USA, INC. 401(K) PLAN | PANAMA CITY FL | 142 | $14.4M | $351K |
| 3 | DISTRIBUTION ALTERNATIVES DISTRIBUTION ALTERNATIVES RETIREMENT SAVINGS PLAN |
| 223 |
| $8.0M |
| $303K |
| 4 | 9LINE LLC 9LINE LLC 401K PROFIT SHARING PLAN AND TRUST | TAMPA FL | 85 | $5.8M | $292K |
| 5 | CHUGH, LLP CHUGH, LLP 401K PLAN | CERRITOS CA | 203 | $17.1M | $186K |
| 6 | NEXCARE HEALTH SYSTEMS, LLC NEXCARE HEALTH SYSTEMS, LLC RETIREMENT SAVINGS PLAN | BRIGHTON MI | 1,982 | $22.8M | $144K |
| 7 | SCREEN ENGINE/ASI LLC SCREEN ENGINE/ASI LLC. 401K PROFIT SHARING PLAN AND TRUST | VALLEY VILLAGE CA | 279 | $14.2M | $100K |
| 8 | FRANKLIN BOOKKEEPING SERVICES, I FRANKLIN BOOKKEEPING SERVICES, INC. 401K PLAN | SHREVEPORT LA | 453 | $4.5M | $70K |
| 9 | UNIVERSAL COMMUNITY HEALTH CENTE UNIVERSAL COMMUNITY HEALTH CENTER | LOS ANGELES CA | 129 | $2.3M | $53K |
| 10 | SEJONG ALABAMA, LLC SEJONG ALABAMA, LLC 401(K) PLAN | FORT DEPOSIT AL | 338 | $4.4M | $14K |
