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 I in their Schedule of Assets, totaling $5.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | POND REALTY COMPANY DBA JOSEPH MANAGEMENT JOSEPH MANAGEMENT GROUP 401(K) RETIREMENT SAVINGS PLAN AND TRUST | CINCINNATI OH | 831 | $47.8M | $2.6M |
| 2 | EVENFLO COMPANY, INC. EVENFLO COMPANY, INC. SAVINGS PLUS PLAN | MIAMISBURG OH | 407 | $44.5M | $1.7M |
| 3 | HOGAN SERVICES, INC. |
ST. LOUIS MO |
| 4,208 |
| $45.3M |
| $844K |
| 4 | WEISSMAN DESIGNS FOR DANCE WEISSMAN DESIGNS FOR DANCE 401(K) PLAN | ST. LOUIS MO | 422 | $23.2M | $180K |
