Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Investment Management MFS Growth R3 Fund in their Schedule of Assets, totaling $561K 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 | SHARE OUR SELVES CORPORATION SHARE OUR SELVES CORPORATION 403(B) PLAN | NEWPORT BEACH CA | 178 | $7.0M | $431K |
| 2 | ST. DAVID'S CENTER DBA ST. DAVID'S CENTER CHILD & FAMILY DEVELOPMENT ST. DAVID'S CENTER 403(B) PLAN | MINNETONKA MN | 556 | $14.3M | $130K |
