Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS Growth R4 Mutual fund in their Schedule of Assets, totaling $39.1M 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 | ALLIED BEVERAGE GROUP, L.L.C. ALLIED BEVERAGE GROUP LOCAL 2-D UNION RETIREMENT PLAN | ELIZABETH NJ | 284 | $90.8M | $11.7M |
| 2 | ALLIED BEVERAGE GROUP, L.L.C. ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN | ELIZABETH NJ | 392 | $72.9M | $10.1M |
| 3 | HITACHI SOLUTIONS AMERICA, LTD. |
IRVINE CA |
| 564 |
| $120.3M |
| $6.8M |
| 4 | MIMEDX GROUP, INC. MIMEDX GROUP, INC. 401(K) PLAN | MARIETTA GA | 842 | $86.2M | $4.6M |
| 5 | ZILLIANT, INC. ZILLIANT, INC. 401K PLAN | AUSTIN TX | 159 | $24.6M | $2.1M |
| 6 | JAG - ONE INTERMEDIATE HOLDINGS JAG - ONE PHYSICAL THERAPY 401K PROFIT SHARING PLAN AND TRUST | BRIDGEWATER NJ | 1,956 | $31.9M | $1.8M |
| 7 | MISSION LINEN SUPPLY MISSION LINEN SUPPLY SALARY SAVINGS PLAN | SANTA BARBARA CA | 922 | $72.8M | $1.7M |
| 8 | GULF STREAM MARINE, INC. GULF STREAM MARINE, INC. 401(K) PLAN | HOUSTON TX | 1,036 | $17.8M | $265K |
