Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS Investment Management MFS Mid-Cap Growth Fund Class R6 in their Schedule of Assets, totaling $2.9M 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 | SAVAGE COMPANIES SAVAGE COMPANIES RETIREMENT & EMPLOYEE SAVINGS PLAN | MIDVALE UT | 3,575 | $345.8M | $1.3M |
| 2 | AHTNA, INCORPORATED AHTNA 401(K) PLAN | ANCHORAGE AK | 573 | $56.8M | $710K |
| 3 | BLACK FOREST VENTURES, LLC BLACK FOREST 401(K) PLAN |
THE WOODLANDS TX |
| 666 |
| $21.8M |
| $331K |
| 4 | UNITED CLAIM SOLUTIONS, LLC VALENZ 401(K) RETIREMENT SAVINGS PLAN | WAYNE PA | 528 | $13.5M | $312K |
| 5 | NEAR EARTH AUTONOMY, INC. NEAR EARTH AUTONOMY 401(K) RETIREMENT PLAN | PITTSBURGH PA | 80 | $9.0M | $115K |
| 6 | TRI STATE COMMUNITY HEALTH CENTER TRI STATE COMMUNITY HEALTH CENTER TAX SHELTERED SAVINGS PLAN | HANCOCK MD | 155 | $9.1M | $44K |
| 7 | BAKER DRYWALL PARTNERSHIP, LLP BAKER DRYWALL PARTNERSHIP, LLP 401(K) PLAN | MESQUITE TX | 649 | $44.4M | $42K |
| 8 | AHTNA, INCORPORATED AHTNA SCA 401(K) PLAN | ANCHORAGE AK | 357 | $7.8M | $38K |
