Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Mfs Growth Fund Cl A Mutual funds in their Schedule of Assets, totaling $70.0M 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 | R.T.G. FURNITURE CORP. & AFFILIATES R.T.G. FURNITURE CORP. & AFFILIATES 401(K) PLAN | SEFFNER FL | 9,789 | $319.8M | $34.7M |
| 2 | HBT FINANCIAL, INC. HBT FINANCIAL, INC. EMPLOYEES PROFIT SHARING TRUST | BLOOMINGTON IL | 819 | $95.0M | $9.5M |
| 3 | LEEP ENTERPRISES, LLC |
MISHAWAKA IN |
| 1,253 |
| $62.4M |
| $5.6M |
| 4 | ERNST ENTERPRISES, INC. ERNST ENTERPRISES RETIREMENT SAVINGS PLAN | VANDALIA OH | 1,123 | $122.0M | $5.2M |
| 5 | ALTIMETRIK, CORP. ALTIMETRIK, CORP. 401(K) PLAN | SOUTHFIELD MI | 284 | $25.8M | $4.0M |
| 6 | TRANSCAT, INC. TRANSCAT, INC. LONG-TERM SAVINGS AND DEFERRED PS PLAN | ROCHESTER NY | 981 | $60.5M | $3.8M |
| 7 | P. L. MARKETING INC. P. L. MARKETING INC. 401(K) SAVINGS PLAN | NEWPORT KY | 2,239 | $49.7M | $3.2M |
| 8 | TECHNIPLAS LLC TECHNIPLAS LLC 401(K) | NASHOTAH WI | 1,134 | $36.1M | $1.3M |
| 9 | TECHNIPLAS US LLC TECHNIPLAS, LLC 401(K) PLAN | NASHOTAH WI | 1,088 | $36.6M | $1.3M |
| 10 | THE COLUMBUS DISTRIBUTING COMPANY THE COLUMBUS DISTRIBUTING COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN AND TRUST | COLUMBUS OH | 200 | $17.1M | $893K |
