Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MFS Growth Fund Class R3 in their Schedule of Assets, totaling $23.9M 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 | 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 | WHATEVER IT TAKES TRANSMISSION |
SHEPHERDSVILLE KY |
| 1,096 |
| $11.9M |
| $3.6M |
| 4 | MEDLOGIX, LLC MEDLOGIX 401(K) PLAN | LANSDALE PA | 319 | $27.7M | $2.3M |
| 5 | CORNERSTONE GOVERNMENT AFFAIRS, INC. CORNERSTONE GOVERNMENT AFFAIRS, INC. 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 188 | $45.5M | $2.1M |
| 6 | ENESCO, LLC ENESCO, LLC RETIREMENT PLAN | ITASCA IL | 148 | $50.5M | $1.3M |
| 7 | COMPREHENSIVE HEALTH SERVICES, LLC. COMPREHENSIVE HEALTH SERVICES, INC. 401(A) PROFIT SHARING PLAN | CAPE CANAVERAL FL | 179 | $2.9M | $7K |
