Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding IVY Funds Mid Cap Growth + in their Schedule of Assets, totaling $1.4M 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 | M. SHANKEN COMMUNICATIONS, INC. M. SHANKEN COMMUNICATIONS, INC & SUBSIDIARIES 401(K) PLAN | NEW YORK NY | 117 | $33.4M | $1.1M |
| 2 | VT MOBILE AEROSPACE ENGINEERING, INC. VT MOBILE AEROSPACE ENGINEERING, INC. 401(K) PLAN | MOBILE AL | 664 | $24.9M | $235K |