Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Growth Fund Class R3 Mutual fund in their Schedule of Assets, totaling $13.5M 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 | RAPID7 LLC RAPID7 LLC 401(K) PLAN | BOSTON MA | 1,250 | $158.5M | $6.7M |
| 2 | NATIONAL BANK HOLDINGS CORP NATIONAL BANK HOLDINGS CORPORATION 401(K) PLAN | KANSAS CITY MO | 1,397 | $76.7M | $5.9M |
| 3 | OHIO DOMINICAN UNIVERSITY OHIO DOMINICAN UNIVERSITY RETIREMENT PLAN |
COLUMBUS OH |
| 125 |
| $43.3M |
| $517K |
| 4 | SUPERIOR ROLL FORMING LLC WELSER PROFILE COMPANIES RETIREMENT SAVINGS PLAN | VALLEY CITY OH | 182 | $7.3M | $272K |
| 5 | SAN FRANCISCO CONSERVATORY OF MUSIC SAN FRANCISCO CONSERVATORY OF MUSIC DC RETIREMENT PLAN | SAN FRANCISCO CA | 530 | $38.3M | $121K |