Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Macquarie Value Fund Mutual Fund in their Schedule of Assets, totaling $1.2M 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 | HARRISON INN SIXTY-SIX, INC. HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN | OCEAN CITY MD | 398 | $14.0M | $1.2M |
| 2 | MARE ISLAND DRY DOCK LLC MIDD 401(K) PLAN | VALLEJO CA | 58 | $6.2M | $32K |
