Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Ivy Mid Cap Growth in their Schedule of Assets, totaling $2.0M 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 | MAG DS CORP. MAG DS CORP. 401K PLAN | FAIRFAX VA | 875 | $114.0M | $1.0M |
| 2 | ISLAND CAPITAL GROUP LLC ISLAND CAPITAL GROUP LLC 401(K) PLAN | GREENVILLE SC | 105 | $71.6M | $710K |
| 3 | AON RISK SERVICES OF PR, INC. AON RISK SERVICES OF PR, INC. 1081.01(D) PLAN |
SAN JUAN PR |
| 65 |
| $9.7M |
| $283K |
