Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding MFS Growth R3 Pooled separate account in their Schedule of Assets, totaling $13.2M 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 | JAM CITY JAM CITY 401(K) PLAN | CULVER CITY CA | 291 | $30.0M | $5.2M |
| 2 | AVEKA GROUP, INC. AVEKA GROUP, INC. PROFIT SHARING 401(K) PLAN | WOODBURY MN | 173 | $14.0M | $2.9M |
| 3 | SAFETYCALL INTERNATIONAL, LLC SAFETYCALL INTERNATIONAL, LLC 401(K) PLAN |
BLOOMINGTON MN |
| 233 |
| $18.5M |
| $1.8M |
| 4 | MILLERBERND MANUFACTURING COMPANY MILLERBERND MANUFACTURING COMPANY PROFIT SHARING PLAN | WINSTED MN | 539 | $34.9M | $1.7M |
| 5 | SOUTHVIEW DESIGN, INC. DBA SOUTHVIEW DESIGN SOUTHVIEW DESIGN, INC. 401(K) PROFIT SHARING PLAN - FINAL | ST. PAUL MN | 0 | $0 | $797K |
| 6 | CUSTOM PRODUCTS OF LITCHFIELD, INC. CUSTOM PRODUCTS RETIREMENT PLAN | LITCHFIELD MN | 107 | $7.5M | $547K |
| 7 | RTL NETWORKS INC RTL NETWORKS RETIREMENT SAVINGS PLAN | DENVER CO | 31 | $3.8M | $240K |
| 8 | BAR BAKERS, LLC BAR BAKERS 401(K) PLAN | LOS ALAMITOS CA | 459 | $4.6M | $13K |
| 9 | BARLEAN'S ORGANIC OILS, LLC BARLEAN'S ORGANIC OILS 401(K) PLAN | FERNDALE WA | 102 | $5.3M | $2K |
