Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding MFS Growth Fund R6 Registered investment company in their Schedule of Assets, totaling $26.8M 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 | RESOLUTION LIFE SERVICES US INC. RESOLUTION LIFE SERVICES (US) 401(K) PLAN | WEST CHESTER PA | 517 | $77.6M | $5.4M |
| 2 | INTERFOR U.S. INC. INTERFOR U.S. 401(K) PLAN | — | 2,152 | $115.6M | $4.3M |
| 3 | KATZEN MEDICAL ASSOCIATES, P.C. ESP MANAGEMENT, LLC 401K PROFIT SHARING PLAN |
DALLAS TX |
| 1,616 |
| $81.4M |
| $4.0M |
| 4 | OEC USA, INC. OEC USA, INC. 401(K) PLAN | MIAMI FL | 16 | $29.8M | $3.1M |
| 5 | STRATEGIC ALLIANCE BUSINESS GROUP STRATEGIC ALLIANCE BUSINESS GROUP 401(K) PLAN | FAIRFAX VA | 313 | $26.6M | $2.8M |
| 6 | SNAP FINANCE, LLC SNAP HOLDINGS, LLC 401(K) PLAN | WEST VALLEY CITY UT | 612 | $32.0M | $1.3M |
| 7 | FUNKO, LLC FUNKO 401(K) PLAN | EVERETT WA | 1,070 | $44.9M | $1.2M |
| 8 | GLOBAL SYSTEMS INTEGRATION, INC. GLOBAL SYSTEMS INTEGRATION, INC. 401K) PROFIT | ATLANTA GA | 80 | $8.3M | $1.0M |
| 9 | FORSTA WORLDWIDE, INC. FORSTA WORLDWIDE, INC. 401(K) PLAN | FRESNO CA | 283 | $24.2M | $991K |
| 10 | ABEL CONSTRUCTION COMPANY, INC. ABEL CONSTRUCTION COMPANY, INC. 401K SAVINGS PLAN | LOUISVILLE KY | 122 | $11.6M | $767K |
