Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS Growth Fund R6 Mutual funds in their Schedule of Assets, totaling $63.5M 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 | MASTEC, INC. THE MASTEC, INC. 401(K) RETIREMENT PLAN | CORAL GABLES FL | 23,943 | $736.0M | $37.2M |
| 2 | MATHESON TRI-GAS, INC. MATHESON TRI-GAS, INC. SAVINGS PLAN | WARREN NJ | 4,755 | $454.6M | $11.6M |
| 3 | RIEMER & BRAUNSTEIN LLP RIEMER & BRAUNSTEIN LLP 401K AND PROFIT SHARING PLAN |
BOSTON MA |
| 146 |
| $87.6M |
| $8.2M |
| 4 | OREGON INTERNATIONAL AIR FREIGHT CO. OIA RETIREMENT AND SAVINGS PLAN | PORTLAND OR | 408 | $47.5M | $3.4M |
| 5 | THERMWOOD CORPORATION THERMWOOD CORPORATION 401(K) PLAN | DALE IN | 104 | $19.0M | $1.3M |
| 6 | INDEPENDENT BANK INDEPENDENT BANK 401(K) PLAN | MEMPHIS TN | 240 | $17.7M | $1.2M |
| 7 | MINDFUL HEALTH SOLUTIONS MHS-TMS 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 300 | $14.2M | $401K |
| 8 | DARTPOINTS OPERATING COMPANY, LLC DARTPOINTS 401(K) RETIREMENT PLAN | DALLAS TX | 96 | $9.0M | $215K |
