Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Delaware Ivy Mid Cap Growth Fund Mutual fund in their Schedule of Assets, totaling $2.5M 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 | 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 | THE SAVINGS GROUP, INC. THE SAVINGS GROUP 401(K) PLAN | AUSTIN TX | 502 | $12.3M | $187K |
| 5 | TRI TOOL INC. TRI TOOL INC. 401(K) PLAN | RANCHO CORDOVA CA | 102 | $13.4M | $154K |
| 6 | KIPP BAY AREA SCHOOLS KIPP BAY AREA SCHOOLS 401(K) PLAN | OAKLAND CA | 780 | $53.2M | $57K |
| 7 | HELLER CAPITAL GROUP, LLC HELLER CAPITAL GROUP, LLC 401K PLAN | LANCASTER PA | 120 | $7.8M | $57K |
| 8 | INTEGRITY EMPLOYEE LEASING, INC. INTEGRITY EMPLOYEE LEASING RETIREMENT PLAN | PUNTA GORDA FL | 2,139 | $8.3M | $19K |
| 9 | MANHATTAN RETIREMENT FOUNDATION, IN MEADOWLARK HILLS EMPLOYEES SAVINGS TRUST | MANHATTAN KS | 335 | $7.5M | $12K |
| 10 | KEIRO NORTHWEST KEIRO NORTHWEST 403(B) PLAN | SEATTLE WA | 62 | $3.7M | $4K |
