Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Delaware Ivy Mid Cap Growth Fund Mutual funds in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SAMARITAN'S PURSE SAMARITAN'S PURSE 401(K) RETIREMENT PLAN | BOONE NC | 2,221 | $180.6M | $1.3M |
| 2 | DLB ASSOCIATES CONSULTING ENGINEERS, PC DLB ASSOCIATES 401(K) SAVINGS AND INVESTMENT PLAN | NEPTUNE NJ | 324 | $61.1M | $1.1M |
| 3 | SAFZONE FIELD SERVICES LLC SAFZONE FIELD SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST |
SAN ANTONIO TX |
| 52 |
| $994K |
| $14K |
