Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Ivy Investment Management Co Delaware Ivy Mid Cap Gr R6 in their Schedule of Assets, totaling $149K 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 | THE LEGAL AID SOCIETY THE LEGAL AID SOCIETY RETIREMENT PLAN | NEW YORK NY | 613 | $47.2M | $149K |
