Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding IVY MID CAP GROWTH N Registered Investment Company in their Schedule of Assets, totaling $1.7M 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 | THE HILB GROUP OPERATING COMPANY, LLC THE HILB GROUP OPERATING COMPANY, LLC 401(K) PLAN | RICHMOND VA | 2,273 | $178.6M | $1.7M |
| 2 | THERMA-STOR LLC THERMA-STOR UNION 401(K) PLAN | MADISON WI | 125 | $4.8M | $49K |
