Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Ivy Mid-Cap Growth I Registered Investment Company in their Schedule of Assets, totaling $30.4M 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 | DUANE MORRIS LLP DUANE MORRIS EMPLOYEE INCENTIVE SAVINGS 401(K) PLAN | PHILADELPHIA PA | 1,277 | $411.9M | $16.0M |
| 2 | DUANE MORRIS LLP DUANE MORRIS RETIREMENT PLAN | PHILADELPHIA PA | 455 | $338.0M | $11.0M |
| 3 | DUANE MORRIS LLP DUANE MORRIS ASSOCIATES' 401(K) PLAN |
PHILADELPHIA PA |
| 468 |
| $82.4M |
| $2.8M |
| 4 | WHITFIELD SCHOOL WHITFIELD SCHOOL RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 83 | $18.4M | $578K |
| 5 | CLEMENTINA-CLEMCO HOLDINGS, INC. CLEMENTINA-CLEMCO GROUP 401(K) PLAN | WASHINGTON MO | 135 | $16.4M | $38K |
