Mid Cap Growth I (ivy)

separate account (Form 5500 Schedule D)

A direct filing entity on Form 5500. Each row is a plan's interest in the vehicle at its plan year end as filed on Schedule D Part I: a holding value, never a commitment amount.

Public LPs
4

1 more limited partner and 8 more commitment rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Public LPs
4
distinct allocators on the tape
Rows
4
across successive reports
Held, latest filings
$17.1M
one row per plan
Latest
Dec 31, 2024
effective date

Plans holding an interest

4 allocators
AllocatorDisclosedStateApprovedClosedReported
Axia Inc. Retirement PlanNot disclosedheld--Dec 31, 2024
EMC National Life Company Employees Cash Balance PlanNot disclosedheld--Dec 31, 2024
Employers Mutual Casualty Company Retirement PlanNot disclosedheld--Dec 31, 2024

+1 more limited partner in this fund

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Every row

11 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024EMC National Life Company Employees Cash Balance PlanMid Cap Growth I (ivy)separate accountPooled vehicles$405,147 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Axia Inc. Retirement PlanMid Cap Growth I (ivy)separate accountPooled vehicles$642,125 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Employers Mutual Casualty Company Retirement PlanMid Cap Growth I (ivy)separate accountPooled vehicles$11.4M heldDisclosed holdingaskebsa.dol.gov

+8 more commitment rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed

No dated events.