Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Ivy High Income Fund in their Schedule of Assets, totaling $58K 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 | SHOLOM COMMUNITY ALLIANCE, INC. THE SHOLOM COMMUNITY ALLIANCE TAX SHELTERED ANNUITY PLAN | ST. LOUIS PARK MN | 493 | $11.5M | $58K |
