Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Ivy Small Cap Growth Fund in their Schedule of Assets, totaling $550K 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 | LUVATA OHIO, INC. LUVATA OHIO, INC. RETIREMENT PLAN | DELAWARE OH | 94 | $13.4M | $525K |
| 2 | BETHANY RETIREMENT HOME, INC. BETHANY RETIREMENT HOME, INC. TAX DEFERRED ANNUITY PLAN | HORSEHEADS NY | 243 | $4.6M | $26K |
