Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Delaware Funds Ivy Mid Cap Growth Fund in their Schedule of Assets, totaling $622K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WATERSTONE BANK SSB WATERSTONE BANK SSB 401(K) PLAN | WAUWATOSA WI | 174 | $15.7M | $292K |
| 2 | WESLEY HALL FURNITURE, INC. WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN | HICKORY NC | 253 | $10.8M | $251K |
| 3 | NAMI NAMI 403(B) PLAN |
| 203 |
| $18.0M |
| $78K |
