Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Delaware Ivy Mid Cap Growth I Mutual Fund in their Schedule of Assets, totaling $3.1M 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 | ENGINEERED FASTENER COMPANY, LLC EFC INTERNATIONAL 401(K) PLAN | ST. LOUIS MO | 265 | $23.2M | $896K |
| 2 | TACONY CORPORATION TACONY CORPORATION RETIREMENT PLAN | FENTON MO | 241 | $46.3M | $757K |
| 3 | ENGINEERED FASTENER COMPANY, LLC EFC INTERNATIONAL 401(K) PLAN |
ST. LOUIS MO |
| 232 |
| $21.6M |
| $579K |
| 4 | SCHLUTER SYSTEMS L.P. SCHLUTER SYSTEMS L.P. 401(K) PROFIT SHARING PLAN | PLATTSBURGH NY | 1,139 | $70.0M | $450K |
| 5 | MONTGOMERY BANCORPORATION, INC. MONTGOMERY BANK 401(K) PLAN | SIKESTON MO | 198 | $25.4M | $418K |
| 6 | SUPERMERCADOS MAXIMO, INC. SUPERMERCADO MAXIMO, INC. RETIREMENT PLAN | SAN JUAN PR | 1,555 | $8.4M | $27K |
