Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 202 retirement plans report an interest in this investment, totaling $25.2M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: MFS MID CAP Growth Fund, MFS MID CAP Growth, MFS MID CAP Growth FD, MFS MID CAP Growth SA. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GREAT GRAY TRUST COMPANY, LLC MFS MID CAP GROWTH FUND | LAS VEGAS NV | — | $1.5B | $1.5B |
| 2 | BOARD OF TRUSTEES OF THE PIPE TRADES SERVICES MN PENSION SUPPLEMENT TR PIPE TRADES SERVICES MN PENSION SUPPLEMENT FUND | WHITE BEAR LAKE MN | 5,912 | $1.8B | $191.9M |
| 3 | TOSHIBA AMERICA, INC TOSHIBA AMERICA, INC. 401(K) SAVINGS PLAN | IRVINE CA | 601 | $511.7M | $48.1M |
| 4 | DENTSPLY SIRONA INC. DENTSPLY SIRONA INC. 401(K) SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | YORK PA | 3,185 | $725.2M | $26.7M |
| 5 | LUMENTUM OPERATIONS LLC LUMENTUM 401(K) PLAN | SAN JOSE CA | 559 | $271.5M | $8.4M |
| 6 | KIOXIA AMERICA INC. KIOXIA AMERICA, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 270 | $118.2M | $5.6M |
| 7 | GUNSTER, YOAKLEY & STEWART, P.A. GUNSTER RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 495 | $242.7M | $4.1M |
| 8 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $2.6M |
| 9 | HOLTHOUSE CARLIN & VAN TRIGT LLP HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN & TRUST | LOS ANGELES CA | 242 | $108.9M | $2.5M |
| 10 | MARBORG INDUSTRIES MARBORG INDUSTRIES 401(K) PLAN | SANTA BARBARA CA | 390 | $73.2M | $2.4M |
