Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Massachusetts Financial Services MFS GROWTH R3 in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CORNERSTONE COMMUNITY FINANCIAL CREDIT UNION CORNERSTONE COMMUNITY FINANCIAL CREDIT UNION 401(K) PLAN | AUBURN HILLS MI | 92 | $10.4M | $1.5M |
| 2 | ALTAONE FEDERAL CREDIT UNION ALTAONE FEDERAL CREDIT UNION 401(K) PLAN | RIDGECREST CA | 186 | $10.7M | $176K |
