Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding MFS Growth Fund Class R3 " in their Schedule of Assets, totaling $29.1M 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 | SPELLMAN HIGH VOLTAGE ELECTRONICS CORPORATION SPELLMAN 401(K) SAVINGS PLAN | HAUPPAUGE NY | 370 | $70.4M | $10.3M |
| 2 | NEWTOWN SAVINGS BANK NEWTOWN SAVINGS BANK EMPLOYEES' 401(K) SAVINGS PLAN | NEWTOWN CT | 249 | $37.5M | $4.3M |
| 3 | SARAH LAWRENCE COLLEGE |
BRONXVILLE NY |
| 590 |
| $192.0M |
| $3.7M |
| 4 | WHATEVER IT TAKES TRANSMISSION WHATEVER IT TAKES TRANSMISSION 401(K) PROFIT SHARING PLAN & TRUST | SHEPHERDSVILLE KY | 1,096 | $11.9M | $3.6M |
| 5 | MEDLOGIX, LLC MEDLOGIX 401(K) PLAN | LANSDALE PA | 319 | $27.7M | $2.3M |
| 6 | CORNERSTONE GOVERNMENT AFFAIRS, INC. CORNERSTONE GOVERNMENT AFFAIRS, INC. 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 188 | $45.5M | $2.1M |
| 7 | ENESCO, LLC ENESCO, LLC RETIREMENT PLAN | ITASCA IL | 148 | $50.5M | $1.3M |
| 8 | THE VISCARDI CENTER, INC. THE VISCARDI CENTER, INC. DEFINED CONTRIBUTION PLAN | ALBERTSON NY | 272 | $33.2M | $948K |
| 9 | ACTION NISSAN, INC. DBA UNIVERSAL NISSAN / UNIVERSAL HYUNDAI ACTION NISSAN, INC. 401(K) PLAN | ORLANDO FL | 228 | $10.8M | $318K |
| 10 | INFAITH INFAITH 401(K) PLAN | EXTON PA | 130 | $8.1M | $189K |
