Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MACQUARIE VALUE INST in their Schedule of Assets, totaling $3.7M 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 | SOFT COMPUTER CONSULTANTS, INC. NEW HORIZONS 401(K) PLAN | CLEARWATER FL | 526 | $99.3M | $1.6M |
| 2 | ALLEGIS CORPORATION ALLEGIS CORPORATION RETIREMENT PLAN | SPRING LAKE PARK MN | 134 | $19.9M | $1.5M |
| 3 | VERREX LLC VERREX 401(K) SAVINGS/RETIREMENT PLAN & TRUST |
MOUNTAINSIDE NJ |
| 91 |
| $11.2M |
| $415K |
| 4 | ANCHORAGE CAPITAL ADVISORS, L.P. ANCHORAGE CAPITAL ADVISORS, L.P. 401(K) PLAN | NEW YORK NY | 88 | $31.8M | $99K |
| 5 | RUBIES II, LLC RUBIES II, LLC 401(K) RETIREMENT PLAN | WESTBURY NY | 275 | $37.8M | $75K |
| 6 | REVENUE ENTERPRISES, LLC REVENUE ENTERPRISES, LLC 401(K) PLAN | AURORA CO | 122 | $3.3M | $24K |
