Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Growth Fund Mutual Fund N/A in their Schedule of Assets, totaling $9.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSITY RESEARCH CO., LLC UNIVERSITY RESEARCH CO., LLC EMPLOYEE RETIREMENT PLAN | CHEVY CHASE MD | 151 | $46.6M | $4.2M |
| 2 | GLOBAL COMMUNITIES GLOBAL COMMUNITIES 401(K) PROFIT SHARING PLAN | BETHESDA MD | 174 | $42.7M | $3.6M |
| 3 | UNIVERSITY OF JAMESTOWN DBA JAMESTOWN COLLEGE |
JAMESTOWN ND |
| 418 |
| $27.0M |
| $1.0M |
| 4 | HALTEC CORPORATION HALTEC CORPORATION 401(K) PROFIT SHARING PLAN | SALEM OH | 182 | $10.6M | $969K |
