Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Delaware Ivy Delaware Ivy Mid Cap Gr R6 in their Schedule of Assets, totaling $1.1M 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 | MARINER FINANCE, LLC MARINER FINANCE LLC 401K PLAN | NOTTINGHAM MD | 2,269 | $112.7M | $744K |
| 2 | LIBERTY AUTO GROUP, LTD. LIBERTY AUTO GROUP, LTD. 401(K) PLAN | MAPLE HEIGHTS OH | 374 | $24.8M | $206K |
| 3 | MJC, INC. CUTTER AUTOMOTIVE GALLERIES 401(K) RETIREMENT SAVINGS PLAN |
HONOLULU HI |
| 205 |
| $19.3M |
| $112K |
| 4 | UNITEK ACQUISITION, INC. UNITEK EMPLOYEES RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 507 | $14.9M | $43K |
