Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 28 retirement plans report an interest in this investment, totaling $844K in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Delaware IVY Small CAP Growth, Delaware IVY Small CAP Growth Y, Delaware IVY Small CAP Growth A. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CAPRIS FURNITURE INDUSTRIES, INC. CAPRIS FURNITURE INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP & SAVINGS PLAN | OCALA FL | 125 | $9.8M | $386K |
| 2 | BOB HALL, INC. BOB HALL, INC. 401(K) PROFIT SHARING PLAN | UPPER MARLBORO MD | 106 | $14.4M | $254K |
| 3 | SURGICAL NOTES MDP LP SURGICAL NOTES 401(K) PLAN | ALPHARETTA GA | 193 | $4.7M | $49K |
| 4 | WESTOVER PROPERTY MANAGEMENT COMPANY LP WESTOVER PROPERTY MANAGEMENT COMPANY LP RETIREMENT PLAN | KING OF PRUSSIA PA | 395 | $12.8M | $44K |
| 5 | WHOLESALE BUILDING PRODUCTS, LLC WHOLESALE BUILDING PRODUCTS, LLC 401(K) PROFIT SHARING & TRUST | HOLLYWOOD FL | 291 | $4.9M | $34K |
| 6 | TINCO SHEET METAL INC. TINCO SHEET METAL 401(K) PLAN | LOS ANGELES CA | 174 | $6.0M | $21K |
| 7 | TILFORD RESTAURANT GROUP MISSION TACO JOINT 401(K) PLAN | WEBSTER GROVES MO | 155 | $922K | $12K |
| 8 | K-FAB, INC. K-FAB, INC. 401(K) PROFIT SHARING PLAN | BERWICK PA | 145 | $9.9M | $12K |
| 9 | SOUTHWOOD REALTY COMPANY SOUTHWOOD REALTY 401(K) PLAN | GASTONIA NC | 489 | $6.8M | $10K |
| 10 | FRIENDS OF FAITH RETIREMENT HOME, INC. FRIENDSHIP VILLAGE 401(K) PLAN | WATERLOO IA | 169 | $5.8M | $8K |
