Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Growth Fund Registered investment company in their Schedule of Assets, totaling $91.6M 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 | SQUIRE PATTON BOGGS (US) LLP SQUIRE PATTON BOGGS RETIREMENT SAVINGS PLAN | CLEVELAND OH | 1,123 | $868.6M | $45.9M |
| 2 | HP HOOD LLC HP HOOD LLC RETIREMENT SAVINGS PLAN | LYNNFIELD MA | 2,951 | $452.2M | $42.2M |
| 3 | CORTLAND HOLDINGS, LLC CORTLAND HOLDINGS, LLC 401(K) PLAN |
ATLANTA GA |
| 2,381 |
| $57.1M |
| $2.0M |
| 4 | HUFFY HOLDINGS INC. HUFFY HOLDINGS SAVINGS PLAN | MIAMISBURG OH | 172 | $20.6M | $1.5M |
| 5 | 3RD GEN MOJO, LLC PAWLING/TAFUR MCDONALDS 401(K) PLAN | HAMILTON OH | 184 | $4.0M | $75K |