Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Del Ivy Small Cap Growth Fund R Pooled Separate Account in their Schedule of Assets, totaling $298K 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 | ME & MY BIG IDEAS, LLC ME & MY BIG IDEAS 401(K) PLAN | FOUNTAIN VALLEY CA | 51 | $7.6M | $298K |
