Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding MFS® Growth Fund Class R6 Mutual Fund in their Schedule of Assets, totaling $450.4M 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 | SS&C TECHNOLOGIES, INC SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN | WINDSOR CT | 11,166 | $1.8B | $175.5M |
| 2 | SS&C GIDS, INC. DST SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | WINDSOR CT | 2,581 | $1.1B | $108.3M |
| 3 | J.B. HUNT TRANSPORT SERVICES, INC. |
LOWELL AR |
| 34,171 |
| $1.4B |
| $103.5M |
| 4 | ANESTHESIA ASSOCIATES OF KANSAS CITY, P.A. ANESTHESIA ASSOCIATES OF KANSAS CITY, P.A. 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 239 | $180.7M | $9.7M |
| 5 | MONROE CAPITAL LLC MONROE CAPITAL LLC 401(K) PROFIT SHARING PLAN AND TRUST | CHICAGO IL | 242 | $41.4M | $8.4M |
| 6 | VENERABLE HOLDINGS, INC. VENERABLE 401K SAVINGS PLAN | WEST CHESTER PA | 434 | $87.7M | $7.9M |
| 7 | BULL MOOSE TUBE COMPANY CAPARO EMPLOYEES RETIREMENT SAVINGS PLAN | CHESTERFIELD MO | 293 | $38.0M | $5.9M |
| 8 | CARBON, INC. CARBON, INC. 401(K) PLAN | REDWOOD CITY CA | 291 | $42.5M | $5.0M |
| 9 | NEW DIRECTIONS BEHAVIORAL HEALTH, LLC NEW DIRECTIONS BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST | OVERLAND PARK KS | 758 | $75.6M | $3.9M |
| 10 | CNOOC ENERGY U.S.A. LLC CNOOC 401(K) SAVINGS AND PENSION PLAN | HOUSTON TX | 75 | $73.9M | $3.7M |
