Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered investment companies and exchange traded funds Delaware Small Cap Core Fund Registered investment company N/A N/A in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EXCAVATING GRADING & ASPHALT CRAFT 731 HEALTH AND WELFARE FUND HEALTH AND WELFARE FUND OF THE EXCAVATING GRADING | BURR RIDGE IL | 372 | $25.9M | $1.6M |
