Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Delaware Ivy in their Schedule of Assets, totaling $8.1M 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 | ARCO BUSINESS SERVICES, INC. ARCO COMPANIES RETIREMENT PLAN | BRENTWOOD MO | 2,012 | $196.3M | $3.7M |
| 2 | ARCO BUSINESS SERVICES, INC. ARCO COMPANIES RETIREMENT PLAN | BRENTWOOD MO | 1,898 | $166.3M | $3.0M |
| 3 | CARTERET COUNTY GENERAL HOSPITAL CARTERET COUNTY GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN |
MOREHEAD CITY NC |
| 905 |
| $54.5M |
| $771K |
| 4 | C.A.P.S. INC. C. A. P. S. INC. PROFIT SHARING PLAN | BRIDGETON MO | 143 | $24.1M | $354K |
| 5 | KENNEY SHELTON LIPTAK & NOWAK LLP KENNEY, SHELTON, LIPTAK & NOWAK, LLP 401(K) PROFIT SHARING PLAN | BUFFALO NY | 57 | $10.7M | $134K |
| 6 | GMS MINE REPAIR AND MAINTENANCE, INC. GMS MINE REPAIR AND MAINTENANCE, INC. 401(K) PROFIT SHARING PLAN | OAKLAND MD | 394 | $16.5M | $80K |
