Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Growth R2 in their Schedule of Assets, totaling $1.4M 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 | LASALLE MANAGEMENT COMPANY, L.L.C. LASALLE SOUTHWEST 401(K) PLAN | RUSTON LA | 1,846 | $7.4M | $745K |
| 2 | RBK, INC. SWP-JPI-LEF-SWD 401(K) PLAN | SYRACUSE IN | 262 | $3.2M | $494K |
| 3 | CARISK PARTNERS, INC. CARISK PARTNERS, INC. 401(K) PLAN |
| 180 |
| $6.5M |
| $156K |
