Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Investment Management MFS Massachusetts Investors Growth Stock R6 Fund in their Schedule of Assets, totaling $3.5M 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 | NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 248 | $91.4M | $2.7M |
| 2 | WEG TRANSFORMERS USA, LLC WEG TRANSFORMERS USA, LLC 401(K) PLAN | WASHINGTON MO | 168 | $15.9M | $587K |
| 3 | JOE RIZZA DEALER GROUP |
ORLAND PARK IL |
| 287 |
| $15.7M |
| $142K |
| 4 | TRADITIONS HEALTH, LLC TRADITIONS HEALTH, LLC 401(K) PLAN | FRANKLIN TN | 2,199 | $31.0M | $64K |
