Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding MFS Investment Management MFS Growth Fund # in their Schedule of Assets, totaling $20.3M 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 | ALTUS GROUP U.S., INC. ALTUS GROUP 401(K) PLAN | HOUSTON TX | 764 | $96.8M | $5.6M |
| 2 | NICE NORTH AMERICA LLC NICE NORTH AMERICA LLC 401(K) SAVINGS PLAN | CARLSBAD CA | 396 | $44.1M | $4.1M |
| 3 | LONDEN INSURANCE GROUP, INC. LONDEN INSURANCE GROUP 401(K) PROFIT SHARING PLAN |
PHOENIX AZ |
| 364 |
| $53.0M |
| $3.1M |
| 4 | HUDSON HEADWATERS HEALTH NETWORK HUDSON HEADWATERS HEALTH NETWORK RETIREMENT SAVINGS PLAN | QUEENSBURY NY | 1,070 | $115.2M | $2.0M |
| 5 | GALASSO'S BAKERY GALASSO'S BAKERY 401(K) PROFIT SHARING PLAN | MIRA LOMA CA | 207 | $12.0M | $1.9M |
| 6 | BARTON MINES CORPORATION THE BARTON GROUP 401(K) PLAN | GLENS FALLS NY | 119 | $38.4M | $1.5M |
| 7 | NOOM, INC. NOOM, INC. 401(K) PLAN | PRINCETON NJ | 538 | $26.8M | $549K |
| 8 | HOUSING ASSISTANCE CORPORATION HOUSING ASSISTANCE CORPORATION EMPLOYEE PENSION PLAN | HYANNIS MA | 114 | $5.9M | $510K |
| 9 | SPECTRIX ANALYTICAL SERVICES, LLC SPECTRIX ANALYTICAL SERVICES 401(K) PLAN | NORTH HAVEN CT | 230 | $15.8M | $325K |
| 10 | LDS TRANSPORTATION HOLDINGS, LLC LDS TRANSPORTATION HOLDINGS, LLC RETIREMENT AND 401-K SAVINGS PLAN | ST. LOUIS MO | 562 | $11.0M | $270K |
