Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MACQUARIE VALUE R in their Schedule of Assets, totaling $794K 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 | HANNA INSTRUMENTS, INC. HANNA INSTRUMENTS, INC. 401K PROFIT SHARING PLAN AND TRUST | WOONSOCKET RI | 119 | $7.8M | $255K |
| 2 | COLDESI, INC. COLDESI, INC. PROFIT SHARING PLAN | TAMPA FL | 107 | $5.2M | $197K |
| 3 | JERRYS CHEVROLET, INC. JERRY'S AUTOGROUP 401(K) PLAN |
BALTIMORE MD |
| 174 |
| $7.1M |
| $159K |
| 4 | MAINTECH INCORPORATED MAINTECH 401(K) RETIREMENT PLAN AND TRUST | CLARK NJ | 488 | $32.9M | $109K |
| 5 | THE ANDERSON COMPANY, L.L.C. THE ANDERSON COMPANY, L.L.C. 401(K) RETIREMENT PLAN | MANASSAS VA | 251 | $10.6M | $48K |
| 6 | LIGHTNING OILFIELD SERVICES, INC LIGHTNING OILFIELD SERVICES 401(K) PLAN | HASLET TX | 322 | $2.6M | $21K |
| 7 | AVANATH COMMUNITIES, INC. AVANATH COMMUNITIES, INC. 401(K) PLAN | IRVINE CA | 270 | $3.1M | $4K |
