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 R4 - in their Schedule of Assets, totaling $18.3M 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 | TRANS STATES HOLDINGS, INC MY AIRLINE 401(K) RETIREMENT PLAN | BRIDGETON MO | 988 | $60.7M | $6.1M |
| 2 | ARK-LA-TEX FINANCIAL SERVICES, L ARK-LA-TEX FINANCIAL SERVICES, LLC 401(K) PLAN | PLANO TX | 679 | $60.7M | $2.7M |
| 3 | MID WEST FABRICATING COMPANY MID WEST FABRICATING COMPANY 401(K) RETIREMENT PLAN |
AMANDA OH |
| 181 |
| $18.0M |
| $2.4M |
| 4 | PVS PVS CHEMICALS, INC. 401(K) PROFIT SHARING PLAN | DETROIT MI | 1,297 | $158.0M | $1.9M |
| 5 | UNIVERSITY OF INDIANAPOLIS UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 1,564 | $172.5M | $1.7M |
| 6 | CRAIG TECHNICAL CONSULTING, INC. CRAIG TECHNOLOGIES, INC. 401(K) SAVINGS PLAN | MERRITT ISLAND FL | 195 | $15.6M | $1.3M |
| 7 | CARE HOSPICE, INC. CARE HOSPICE, INC. 401(K) PLAN | CHARLOTTESVILLE VA | 2,845 | $52.2M | $1.2M |
| 8 | LITTLE RED SCHOOL HOUSE LREI RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 183 | $57.4M | $366K |
| 9 | THE NEW HAMPTON SCHOOL NEW HAMPTON SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW HAMPTON NH | 156 | $21.7M | $351K |
| 10 | DELEET MERCHANDISING CORP. PRINTERS' SERVICE AND AFFILIATED COMPANIES 401(K) RETIREMENT PLAN | NEWARK NJ | 145 | $17.1M | $222K |
