Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Growth R3 Mutual Funds in their Schedule of Assets, totaling $7.4M 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 | TRACE3, LLC TRACE3 401(K) PLAN | IRVINE CA | 1,267 | $173.3M | $5.3M |
| 2 | HAHN AUTOMOTIVE WAREHOUSE, INC. HAHN AUTOMOTIVE 401(K) PLAN | ROCHESTER NY | 942 | $26.2M | $1.1M |
| 3 | FSI, INC. FSI, INC. 401(K) & PROFIT SHARING PLAN | PORTAGE |
| 1,804 |
| $8.8M |
| $530K |
| 4 | PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS, INC. PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403(B) PLAN | BOSTON MA | 210 | $11.7M | $287K |
| 5 | KNIGHTVEST MANAGEMENT, L.L.C. KNIGHTVEST 401(K) PLAN | DALLAS TX | 588 | $12.2M | $154K |
| 6 | PROGRAMA HEAD START IGLESIA BAUTISTA DE QUINTANA PROGRAMA HEAD START IGLESIA BAUTISTA DE QUINTANA RETIREMENT PLAN TRUST | SAN JUAN PR | 364 | $4.8M | $11K |
