Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Investment Management MFS Mid-Cap Growth R3 Fund in their Schedule of Assets, totaling $7.0M 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 | ELGA CREDIT UNION ELGA CREDIT UNION EMPLOYEE'S 401(K) PLAN | BURTON MI | 310 | $29.5M | $3.1M |
| 2 | KUKA SYSTEMS NORTH AMERICA LLC KUKA RETIREMENT SAVINGS PLAN | STERLING HEIGHTS MI | 1,297 | $221.7M | $1.7M |
| 3 | PENHALL INTERNATIONAL CORPORATION PENHALL INTERNATIONAL CORP. AND AFFILIATED COMPANIES EMPLOYEES' PROFIT |
IRVING TX |
| 866 |
| $43.3M |
| $1.7M |
| 4 | KUKA TOLEDO PRODUCTION OPERATIONS, LLC KTPO 401(K) PLAN FOR HOURLY EMPLOYEES | TOLEDO OH | 274 | $36.9M | $313K |
| 5 | SWISSLOG LOGISTICS, INC SWISSLOG LOGISTICS RETIREMENT SAVINGS PLAN | NEWPORT NEWS VA | 483 | $69.4M | $306K |
