Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Delaware Ivy Mid Cap Growth Fund Mutual fund in their Schedule of Assets, totaling $2.2M 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 | SCHOOL OUTFITTERS, LLC SCHOOL OUTFITTERS, LLC 401(K) RETIREMENT PLAN | CINCINNATI OH | 169 | $16.3M | $1.1M |
| 2 | NEWGROUND INTERNATIONAL, INC. NEWGROUND RETIREMENT SAVINGS PLAN | CLAYTON MO | 123 | $20.0M | $656K |
| 3 | HOFFMANN BROTHERS HEATING & AIR CONDITIONING |
ST. LOUIS MO |
| 360 |
| $27.4M |
| $260K |
| 4 | TRI TOOL INC. TRI TOOL INC. 401(K) PLAN | RANCHO CORDOVA CA | 102 | $13.4M | $154K |
| 5 | HELLER CAPITAL GROUP, LLC HELLER CAPITAL GROUP, LLC 401K PLAN | LANCASTER PA | 120 | $7.8M | $57K |
| 6 | INTEGRITY EMPLOYEE LEASING, INC. INTEGRITY EMPLOYEE LEASING RETIREMENT PLAN | PUNTA GORDA FL | 2,139 | $8.3M | $19K |
| 7 | MANHATTAN RETIREMENT FOUNDATION, IN MEADOWLARK HILLS EMPLOYEES SAVINGS TRUST | MANHATTAN KS | 335 | $7.5M | $12K |
| 8 | KEIRO NORTHWEST KEIRO NORTHWEST 403(B) PLAN | SEATTLE WA | 62 | $3.7M | $4K |
