Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Minnesota Life Insurance Co. Disciplined Growth – Mid Cap Ivy in their Schedule of Assets, totaling $5.4M 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 | CHEMTRADE LOGISTICS, U.S. INC. CHEMTRADE 401(K) PLAN | — | 757 | $168.0M | $5.4M |
