Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 74 retirement plans report an interest in this investment, totaling $3.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Delaware IVY Asset Strategy, Delaware IVY Asset Strategy Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | DONNELLY-BOLAND AND ASSOCIATES DONNELLY-BOLAND AND ASSOCIATES 401(K) SAVINGS PLAN | PITTSBURGH PA | 383 | $48.4M | $702K |
| 2 | PEDULLA EXCAVATING AND PAVING, INC. PEDULLA EXCAVATING AND PAVING, INC.401(K) PROFIT SHARING PLAN | MOORESVILLE NC | 118 | $9.7M | $313K |
| 3 | ANDERTON GROUP II, LTD. ANDERTON GROUP II, LTD. 401(K) PLAN | WACO TX | 156 | $3.3M | $202K |
| 4 | WALSH GALLEGOS KYLE ROBINSON & ROALSON P.C. WALSH GALLEGOS 401(K) PLAN | SAN ANTONIO TX | 128 | $41.4M | $182K |
| 5 | LA FOLLETTE, JOHNSON, DEHAAS, FESLER & AMES LA FOLLETTE, JOHNSON, DE HAAS, FESLER & AMES 401(K) PLAN | GLENDALE CA | 121 | $22.9M | $174K |
| 6 | SKEFFINGTON ENTERPRISES, INC. SKEFFINGTON ENTERPRISES, INC. 401(K) PLAN | SANTA ANA CA | 164 | $12.9M | $153K |
| 7 | THE CARSWELL GROUP, INC. DBA INDEPENDENT MANAGEMENT SERVICE CARSWELL GROUP 401(K) PROFIT SHARING PLAN | FENTON MI | 300 | $7.8M | $145K |
| 8 | PENINSULA HOTEL CHICAGO, LLC PENINSULA HOTELS 401(K) PLAN | CHICAGO IL | 596 | $66.2M | $111K |
| 9 | SOUTHEASTERN PAPER GROUP, INC. SOUTHEASTERN PAPER GROUP 401(K) RETIREMENT PLAN | SPARTANBURG SC | 493 | $25.2M | $107K |
| 10 | GRAIN & FEED ASSOCIATION OF ILLINOIS GRAIN & FEED ASSOCIATION OF ILLINOIS MEMBERS CHOICE 401(K) PLAN | SPRINGFIELD IL | 378 | $39.5M | $104K |
