Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 59 retirement plans report an interest in this investment, totaling $1.4B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Large CAP Growth / MFS Fund, Large CAP Growth/mfs Fund, Large CAP Growth MFS Fund, Large CAP Growth/ MFS, Large CAP Growth/mfs FD. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $951.2M |
| 2 | SPECTRUM BRANDS, INC. SPECTRUM BRANDS 401(K) RETIREMENT SAVINGS PLAN | MIDDLETON WI | 1,858 | $337.2M | $48.8M |
| 3 | ABSOPURE WATER COMPANY, ET AL. ABSOPURE WATER COMPANY, ET AL. 401(K) PROFIT SHARING PLAN | PLYMOUTH MI | 4,554 | $474.2M | $42.4M |
| 4 | REPSOL SERVICES COMPANY REPSOL SERVICES COMPANY 401(K) PLAN | THE WOODLANDS TX | 670 | $240.7M | $31.9M |
| 5 | BABCOCK POWER INC. BABCOCK POWER SAVINGS PLAN | DANVERS MA | 1,371 | $224.7M | $25.6M |
| 6 | TOTAL QUALITY LOGISTICS, LLC TOTAL QUALITY LOGISTICS, LLC RETIREMENT PLAN | CINCINNATI OH | 8,378 | $280.1M | $23.3M |
| 7 | SUNPOWER CORPORATION SUNPOWER CORPORATION 401(K) SAVINGS PLAN | RICHMOND CA | 2,106 | $155.4M | $19.9M |
| 8 | STATER BROS. MARKETS 401(K) PLAN FOR SALARIED EMPLOYEES OF STATER BROS. | SAN BERNARDINO CA | 1,066 | $107.1M | $19.4M |
| 9 | LISI HOLDING NORTH AMERICA, INC. LISI COMPANIES 401(K) PLAN | TORRANCE CA | 1,870 | $142.8M | $18.8M |
| 10 | UNITED ASSOCIATION LOCAL 322 ANNUITY FUND U A LOCAL 322 ANNUITY FUND | HAMMONTON NJ | 2,192 | $148.6M | $16.3M |
