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 Growth Fund in their Schedule of Assets, totaling $225K 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 | GALASSO'S BAKERY GALASSO'S BAKERY 401(K) PROFIT SHARING PLAN | MIRA LOMA CA | 207 | $12.0M | $225K |
