Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding MFS Growth Fund* Pooled separate account in their Schedule of Assets, totaling $6.1M 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 | POET BIOREFINING LLC POET 401(K) PLAN | SIOUX FALLS SD | 2,397 | $265.7M | $4.8M |
| 2 | VIVID IMPACT COMPANY, LLC VIVID IMPACT COMPANY, LLC 401K PLAN | LOUISVILLE KY | 233 | $5.2M | $407K |
| 3 | KERECIS, LLC KERECIS, LLC 401(K) PLAN | ARLINGTON |
| 460 |
| $10.4M |
| $257K |
| 4 | EMBASSY HEALTHCARE MANAGEMENT, INC. EMBASSY HEALTHCARE MANAGEMENT, INC. SAVINGS & INVESTMENT PLAN | BEACHWOOD OH | 2,981 | $6.9M | $196K |
| 5 | SANISURE, LLC SANISURE, LLC 401(K) PROFIT SHARING PLAN | CAMARILLO CA | 261 | $6.0M | $166K |
| 6 | IMCO GENERAL CONSTRUCTION, INC. IMCO GENERAL CONSTRUCTION DAVIS-BACON 401(K) PLAN | FERNDALE WA | 213 | $21.7M | $164K |
| 7 | KAIZEN CLINICAL PARTNERS, INC. KAIZEN CLINICAL PARTNERS RETIREMENT PLAN | MCALLEN TX | 247 | $13.4M | $56K |
| 8 | ALLIED GOVERNMENT SOLUTIONS, INC. ALLIED GOVERNMENT SOLUTIONS, INC. RETIREMENT PLAN | DOVER NH | 117 | $2.8M | $17K |
| 9 | SPECIALTY INTERIORS, INC. SPECIALTY INTERIORS, INC. 401(K) PLAN | ERLANGER KY | 115 | $4.2M | $2K |
