Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Mfs Growth R3 in their Schedule of Assets, totaling $90.0M 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 | RIBBON COMMUNICATIONS OPERATING COMPANY, INC. RIBBON COMMUNICATIONS 401(K) PROFIT SHARING PLAN | PLANO TX | 689 | $340.2M | $50.6M |
| 2 | PIPE FITTERS LOCAL NO 533 PENSION PLAN PIPE FITTERS LOCAL NO 533 PENSION PLAN | KANSAS CITY MO | 1,235 | $330.2M | $7.1M |
| 3 | BOARD OF TRUSTEES ELECTRICAL WORKERS PENSION FUND - PART B |
DULUTH MN |
| 480 |
| $189.7M |
| $5.9M |
| 4 | BOARD OF TRUSTEES ELECTRICAL WORKERS PENSION FUND ELECTRICAL WORKERS PENSION FUND | DULUTH MN | 576 | $102.5M | $5.4M |
| 5 | MARTIGNETTI COMPANIES, LLC LOCAL 8 SALARY SAVINGS PLAN | TAUNTON MA | 164 | $36.6M | $3.9M |
| 6 | SHIELD HEALTHCARE CENTERS, INC. SHIELD HEALTHCARE CENTERS, INC. EMPLOYEE 401 (K) SAVINGS PLAN | VALENCIA CA | 368 | $26.3M | $3.9M |
| 7 | KENT DISPLAYS INC KENT DISPLAYS INC 401K PROFIT SHARING PLAN & TRUST | KENT OH | 45 | $14.9M | $2.7M |
| 8 | BOARD OF TRUSTEES ELECTRICAL WORKERS PENSION FUND - PART C ELECTRICAL WORKERS PENSION FUND PART C | DULUTH MN | 193 | $73.2M | $2.3M |
| 9 | MARON MARVEL BRADLEY ANDERSON & TARDY LLC MARON MARVEL BRADLEY ANDERSON & TARDY LLC 401(K) PROFIT SHARING PLAN | WILMINGTON DE | 190 | $34.2M | $1.7M |
| 10 | MYGRANT GLASS COMPANY, INC. MYGRANT GLASS COMPANY 401K PLAN | HAYWARD CA | 1,482 | $43.0M | $1.6M |
