Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Ivy Investments Delaware Ivy Mid Cap Growth Fund Class R6 -- in their Schedule of Assets, totaling $1.9M 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 | XENIUM RESOURCES, INC. XENIUM 401(K) RETIREMENT SAVINGS PLAN | TUALATIN OR | 3,063 | $131.5M | $1.5M |
| 2 | J.W. PEPPER & SON, INC. J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN | EXTON PA | 164 | $23.3M | $406K |
