Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Delaware Ivy Mid Cap Growth R6 Registered investment company - in their Schedule of Assets, totaling $10.1M 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 | NORTHEASTERN UNIVERSITY NORTHEASTERN UNIVERSITY RETIREMENT PLAN | BOSTON MA | 9,197 | $2.6B | $5.4M |
| 2 | WESCOM CENTRAL CREDIT UNION WESCOM CREDIT UNION 401(K) RETIREMENT PLAN | PASADENA CA | 972 | $178.1M | $2.6M |
| 3 | COMMONWEALTH EMERGENCY COMMONWEALTH EMERGENCY PHYSICIANS 401 (K) PLAN |
DALLAS TX |
| 117 |
| $61.7M |
| $2.1M |
| 4 | THE 615 GROUP, LLC THE 615 GROUP 401(K) PLAN | NASHVILLE TN | 274 | $6.3M | $8K |
