Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding MFS Investment Management Mfs Growth R6 in their Schedule of Assets, totaling $52.3M 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 | THE MITRE CORPORATION THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN | MCLEAN VA | 12,114 | $5.1B | $33.3M |
| 2 | ROOSEVELT PAPER COMPANY ROOSEVELT PAPER COMPANY 401(K) RETIREMENT SAVINGS PLAN | MT. LAUREL NJ | 257 | $51.9M | $9.0M |
| 3 | ORTHOPAEDIC SOLUTIONS MANAGEMENT, LLC |
TAMPA FL |
| 1,801 |
| $151.3M |
| $4.1M |
| 4 | PACKSIZE LLC PACKSIZE 401(K) PLAN | SALT LAKE CITY UT | 638 | $37.6M | $3.0M |
| 5 | VALUE LINE INC VALUE LINE, INC. PROFIT SHARING AND SAVINGS PLAN | NEW YORK NY | 112 | $22.6M | $1.5M |
| 6 | SOUTHEAST MECHANICAL SOUTHEAST MECHANICAL CONTRACTORS 401(K) PLAN | HOLLYWOOD FL | 176 | $7.0M | $927K |
| 7 | PANTHERX SPECIALTY, LLC PANTHERX SPECIALTY, LLC 401(K) PLAN | PITTSBURGH PA | 638 | $16.8M | $422K |
| 8 | PRINTING PARTNERS, INC. PRINTING PARTNERS 401(K) PLAN | INDIANAPOLIS IN | 123 | $4.3M | $56K |
| 9 | PRINTING PARTNERS 401(K) PLAN PRINTING PARTNERS 401(K) PLAN | INDIANAPOLIS IN | 116 | $4.3M | $54K |
