Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Growth Class R6 *** in their Schedule of Assets, totaling $6.8M 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 | HORIZON HOME CARE & HOSPICE, INC. HORIZON HOME CARE & HOSPICE, INC. 403(B) RETIREMENT PLAN | MILWAUKEE WI | 382 | $32.6M | $3.5M |
| 2 | DICKINSON COUNTY HEALTHCARE SYSTEM DICKINSON COUNTY HEALTHCARE SYSTEM 401(K) PLAN | IRON MOUNTAIN MI | 564 | $36.3M | $2.3M |
| 3 | FORT WAYNE ZOOLOGICAL SOCIETY |
FORT WAYNE IN |
| 192 |
| $4.5M |
| $448K |
| 4 | BOWEN HEALTH BOWEN HEALTH 403(B) PLAN | WARSAW IN | 1,128 | $25.0M | $438K |
| 5 | ST. MARY'S HOME FOR DISABLED CHILDREN, INC. ST. MARY'S HOME FOR DISABLED CHILDREN, INC. SUPPLEMENTAL RETIREMENT PLAN | NORFOLK VA | 304 | $7.7M | $70K |
