Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Macquarie in their Schedule of Assets, totaling $24.0M 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 | AFFINITY FEDERAL CREDIT UNION AFFINITY FEDERAL CREDIT UNION 401(K) PLAN | BASKING RIDGE NJ | 513 | $109.1M | $6.0M |
| 2 | MADISON MEDICAL AFFILIATES, INC. MADISON MEDICAL AFFILIATES, INC. EMPLOYEES' BALANCED PROFIT SHARING PLAN | MILWAUKEE WI | 286 | $84.9M | $5.2M |
| 3 | HEMENWAY & BARNES LLP |
BOSTON MA |
| 131 |
| $68.3M |
| $5.1M |
| 4 | ALLEGACY FEDERAL CREDIT UNION ALLEGACY RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 400 | $51.6M | $3.7M |
| 5 | OXBOW CARBON LLC OXBOW AFFILIATED COMPANIES RETIREMENT PLAN | WEST PALM BEACH FL | 283 | $177.2M | $1.2M |
| 6 | MCKENDREE UNIVERSITY MCKENDREE UNIVERSITY RETIREMENT PLAN | LEBANON IL | 236 | $62.5M | $686K |
| 7 | HOLDEN INDUSTRIES, INC. HOLDEN INDUSTRIES, INC. RETIREMENT PLAN | DEERFIELD IL | 1,277 | $78.2M | $583K |
| 8 | STEWART EFI STEWART EFI 401(K) PLAN | THOMASTON CT | 154 | $21.3M | $317K |
| 9 | ALPHANUMERIC SYSTEMS, INC. THE ALPHANUMERIC SYSTEMS 401(K) PROFIT SHARING PLAN | RALEIGH NC | 154 | $11.4M | $263K |
| 10 | THE CHRYSALIS CENTER, INC. THE CHRYSALIS CENTER 401(K) PLAN | MIAMI FL | 672 | $12.8M | $255K |
