Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding mfs growth r4 in their Schedule of Assets, totaling $126.5M 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 | BARRY-WEHMILLER COMPANIES, INC. BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 5,631 | $1.0B | $114.6M |
| 2 | IROQUOIS INDUSTRIES, INC. IROQUOIS INDUSTRIES, INC. & AFFILIATES 401(K) PLAN | WARREN MI | 631 | $31.2M | $4.1M |
| 3 | CARE PLUS NJ, INC. |
PARAMUS NJ |
| 212 |
| $22.1M |
| $2.2M |
| 4 | PIONEER HUMAN SERVICES PIONEER HUMAN SERVICES 403(B) PLAN | SEATTLE WA | 718 | $47.1M | $1.4M |
| 5 | ISAACSON MILLER ISAACSON RETIREMENT PLAN | BOSTON MA | 242 | $48.4M | $1.4M |
| 6 | URGENT CARES OF AMERICA HOLDINGS, LLC URGENT CARES OF AMERICA HOLDINGS, LLC 401(K) PLAN | RALEIGH NC | 1,717 | $33.6M | $1.2M |
| 7 | JHI GROUP INC. JHI GROUP INC. INCENTIVE SAVINGS PLAN | MONROEVILLE OH | 149 | $23.2M | $881K |
| 8 | BADILLO SAATCHI & SAATCHI, INC. BADILLO SAATCHI & SAATCHI, INC. EMPLOYEES SAVINGS PLAN | SAN JUAN PR | 89 | $12.1M | $679K |
| 9 | PEOPLES BANK PEOPLES BANK PROFIT SHARING AND 401(K) PLAN | NEWTON NC | 313 | $36.6M | $19K |
