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 R6 Fund - in their Schedule of Assets, totaling $40.3M 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 | TMG INSURANCE SERVICES, LLC THE MUTUAL GROUP 401(K) PLAN | WEST DES MOINES IA | 482 | $183.5M | $12.4M |
| 2 | TMG INSURANCE SERVICES, LLC GUIDEONE INSURANCE COMPANY 401(K) PLAN | WEST DES MOINES IA | 459 | $173.5M | $10.4M |
| 3 | SOURCEHOV, LLC EXELA 401(K) PLAN |
IRVING TX |
| 4,251 |
| $338.9M |
| $9.1M |
| 4 | MEMORIAL HEALTH CARE SYSTEMS MEMORIAL HEALTH CARE SYSTEMS TAX DEFERRED ANNUITY PLAN | SEWARD NE | 281 | $36.5M | $2.5M |
| 5 | INSTRUMENT DEVELOPMENT CO., LLC INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN | MUKWONAGO WI | 320 | $12.3M | $1.8M |
| 6 | SCIENTIFIC APPLICATIONS & RESEARCH ASSOCIATES, INC. SARA 401(K) PROFIT SHARING PLAN | CYPRESS CA | 277 | $43.7M | $1.6M |
| 7 | THE MERIT DISTRIBUTION GROUP, LLC MERIT DISTRIBUTION GROUP 401(K) PLAN | SPARTANBURG SC | 328 | $26.8M | $828K |
| 8 | GUIDING EYES FOR THE BLIND GUIDING EYES FOR THE BLIND 403(B) PLAN | YORKTOWN HEIGHTS NY | 153 | $19.3M | $630K |
| 9 | HEWSON & VAN HELLEMONT, P.C. HEWSON & VAN HELLEMONT, P.C. 401(K) PROFIT SHARING PLAN | SOUTHFIELD MI | 94 | $14.2M | $421K |
| 10 | PATRIOT FEDERAL CREDIT UNION PATRIOT FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | CHAMBERSBURG PA | 178 | $17.6M | $253K |
