Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding MFS Growth Fund R6 Mutual fund - in their Schedule of Assets, totaling $281.1M 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 | OASIS OUTSOURCING HOLDINGS, INC. AND ITS AFFILIATES OASIS RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 84,093 | $2.1B | $125.2M |
| 2 | CARL ZEISS, INC. CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN | WHITE PLAINS NY | 1,500 | $360.6M | $37.9M |
| 3 | BAPTIST HEALTH CARE CORPORATION |
PENSACOLA FL |
| 5,316 |
| $298.0M |
| $25.4M |
| 4 | BOARD OF TRUSTEES, STEAMFITTERS LOCAL #449 RETIREMENT SECURITY FUND STEAMFITTERS LOCAL 449 RETIREMENT SECURITY FUND | HARMONY PA | 3,462 | $402.4M | $22.6M |
| 5 | ENTERPRISE BANK AND TRUST COMPANY ENTERPRISE BANK AND TRUST COMPANY 401(K) PLAN | LOWELL MA | 601 | $128.1M | $14.4M |
| 6 | KIMCO REALTY CORPORATION KIMCO REALTY CORPORATION 401(K) PLAN | JERICHO NY | 708 | $237.2M | $11.5M |
| 7 | LOYOLA UNIVERSITY MARYLAND LOYOLA UNIVERSITY MARYLAND RETIREMENT PLAN | BALTIMORE MD | 2,148 | $441.4M | $6.1M |
| 8 | RALCO HOLDINGS, INC. THE RETIREMENT AND SAVINGS PLAN | SANTA FE SPRINGS CA | 109 | $51.7M | $5.6M |
| 9 | LAKEVIEW CENTER, INC. LAKEVIEW CENTER INC RETIREMENT SAVINGS 403(B) PLAN | PENSACOLA FL | 2,591 | $116.7M | $5.3M |
| 10 | SAMUEL A. RAMIREZ & CO., INC. SAMUEL A RAMIREZ & CO., INC. 401(K) PROFIT SHARING PLAN TRUST | NEW YORK NY | 176 | $43.0M | $5.3M |
