Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Delaware Ivy Mid-Cap Growth Mutual fund in their Schedule of Assets, totaling $3.4M 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 | STEINWAY MUSICAL INSTRUMENTS, INC. SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES | ASTORIA NY | 187 | $47.6M | $1.2M |
| 2 | SOUTHERN RESEARCH INSTITUTE SOUTHERN RESEARCH INSTITUTE 401(K) PLAN | BIRMINGHAM AL | 212 | $96.6M | $718K |
| 3 | HOSKIN & MUIR, INC. |
LOUISVILLE KY |
| 419 |
| $10.5M |
| $585K |
| 4 | PILLEN FAMILY FARMS, INC. PILLEN FAMILY FARMS, INC. 401(K) PLAN | COLUMBUS NE | 822 | $23.6M | $438K |
| 5 | TRANSCORE, LP TRANSCORE 401(K) RETIREMENT PLAN | NASHVILLE TN | 2,067 | $230.2M | $210K |
| 6 | NEUROLOGICAL ASSOCIATES OF TUCSON, P.C. NEUROLOGICAL ASSOCIATES OF TUCSON RETIREMENT PLAN | TUCSON AZ | 120 | $27.0M | $105K |
| 7 | MMGY GLOBAL, LLC MMGY GLOBAL, LLC 401(K) PLAN | OVERLAND PARK KS | 299 | $28.5M | $104K |
| 8 | CONSUMER DIRECTED CHOICES, INC. CONSUMER DIRECTED CHOICES, INC. 401(K) PLAN | ALBANY NY | 3,198 | $5.3M | $40K |
| 9 | DEVCO MANAGEMENT COMPANY, LLC DEVCO RESIDENTIAL GROUP 401(K) PLAN | BELLEVUE WA | 374 | $12.9M | $36K |
