Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Ivy Mid Cap Growth Fund in their Schedule of Assets, totaling $5.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JEFFERSON CITY MEDICAL GROUP, P.C. JEFFERSON CITY MEDICAL GROUP, P. C. PROFIT SHARING PLAN | JEFFERSON CITY MO | 531 | $113.1M | $3.0M |
| 2 | EUCLID INSURANCE SERVICES, INC. EUCLID INSURANCE SERVICES, INC. 401K PLAN | ITASCA IL | 175 | $33.2M | $1.4M |
| 3 | MOTIVATE LLC MOTIVATE, LLC 401(K) PLAN |
NEW YORK NY |
| 826 |
| $17.1M |
| $458K |
| 4 | AMERICAN FUTURE SYSTEMS, INC. DBA SUCCESSFUEL AMERICAN FUTURE SYSTEMS, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | KING OF PRUSSIA PA | 46 | $16.1M | $434K |
