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 - 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 | CARROLLTON BANK CARROLLTON BANK EMPLOYEES 401(K) AND PROFIT SHARING PLAN | CARROLLTON IL | 299 | $94.2M | $1.7M |
| 2 | AJS SHARED SERVICES, LLC AJS SHARED SERVICES, LLC 401(K) PLAN | WARREN NJ | 304 | $44.1M | $530K |
| 3 | HUPY AND ABRAHAM, S.C. HUPY AND ABRAHAM, S.C. 401(K) PROFIT SHARING PLAN |
MILWAUKEE WI |
| 159 |
| $18.4M |
| $95K |