Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Massachusetts Financial Services Mid-Cap Growth R6 Mutual fund n/a n/a n/a n/a in their Schedule of Assets, totaling $550K 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 | FREEDOM SOLUTIONS GROUP LLC LITERA MICROSYSTEMS 401(K) PLAN | CHICAGO IL | 400 | $42.7M | $550K |
