Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 158 U.S. retirement plans report holding MFS Growth Fund R6 * in their Schedule of Assets, totaling $276.1M 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 | OGLETREE, DEAKINS, NASH, SMOAK & STEWART OGLETREE, DEAKINS, NASH, SMOAK & STEWART 401(K) SAVINGS PLAN | GREENVILLE SC | 2,351 | $398.4M | $22.7M |
| 2 | OGLETREE DEAKINS NASH SMOAK & STEWART PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART | GREENVILLE SC | 2,325 | $248.5M | $13.7M |
| 3 | ATLANTIC AUTOMOTIVE CORP. |
TOWSON MD |
| 2,794 |
| $149.4M |
| $12.0M |
| 4 | LBMC, PC LATTIMORE, BLACK, MORGAN & CAIN, P.C. PROFIT SHARING PLAN | BRENTWOOD TN | 593 | $85.7M | $11.5M |
| 5 | RIDGEWOOD ENERGY CORP RIDGEWOOD ENERGY CORP 401(K) PROFIT SHARING PLAN AND TRUST | MONTVALE NJ | 86 | $47.5M | $10.4M |
| 6 | CAMPBELL UNIVERSITY CAMPBELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BUIES CREEK NC | 1,862 | $198.8M | $8.5M |
| 7 | POLYMER ENTERPRISES, INC. POLYMER ENTERPRISES, INC. RETIREMENT SAVINGS PLAN | INDIANA PA | 581 | $68.4M | $8.0M |
| 8 | BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUND STEAMFITTERS LOCAL #449 PENSION PLAN | HARMONY PA | 1,652 | $479.3M | $7.6M |
| 9 | LATTICE SEMICONDUCTOR CORPORATION LATTICE SEMICONDUCTOR CORPORATION 401(K) EMPLOYEE SAVINGS PLAN | HILLSBORO OR | 297 | $202.9M | $7.3M |
| 10 | TRIMONT LLC TRIMONT LLC 401(K) PLAN | ATLANTA GA | 700 | $74.6M | $6.7M |
