Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Investment Management Growth Fund Class R6 in their Schedule of Assets, totaling $7.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WILTON BRANDS LLC WILTON BRANDS LLC RETIREMENT PLAN | NAPERVILLE IL | 271 | $60.5M | $4.7M |
| 2 | GOLD EAGLE CO. GOLD EAGLE COMPANY PROFIT SHARING AND SAVINGS PLAN | CHICAGO IL | 199 | $55.2M | $2.9M |
| 3 | VARIDESK, LLC VARIDESK, LLC 401(K) PLAN |
COPPELL TX |
| 186 |
| $13.3M |
| $256K |
