Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding MFS Investment Management Mfs Mid-Cap Growth R6 Fund in their Schedule of Assets, totaling $27.7M 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 | BRASFIELD & GORRIE, L.L.C. BRASFIELD & GORRIE 401(K) PLAN | BIRMINGHAM AL | 4,289 | $492.9M | $7.1M |
| 2 | CNHI, LLC CNHI, LLC 401(K) PLAN | MONTGOMERY AL | 565 | $64.2M | $5.2M |
| 3 | BARGE DESIGN SOLUTIONS, INC. BARGE DESIGN SOLUTIONS, INC. EMPLOYEES' PROFIT SHARING PLAN |
NASHVILLE TN |
| 614 |
| $142.0M |
| $3.5M |
| 4 | LAKESHORE LEARNING MATERIALS, LLC LAKESHORE LEARNING MATERIALS 401(K) PLAN | CARSON CA | 4,674 | $199.6M | $2.6M |
| 5 | MEDICAL KNOWLEDGE GROUP LLC MEDICAL KNOWLEDGE GROUP 401(K) PLAN | NEW YORK NY | 616 | $60.2M | $1.0M |
| 6 | NSM INSURANCE SERVICES, LLC NSM INSURANCE GROUP 401(K) PLAN | CONSHOHOCKEN PA | 696 | $58.3M | $994K |
| 7 | MAGNA HOSPITALITY GROUP, L.C. MY NEST EGG 401(K) PLAN | WARWICK RI | 2,870 | $23.7M | $865K |
| 8 | STERLING DRIVE VENTURES, L.P. STERLING DRIVE VENTURES/RODON EMPLOYEES 401(K) PLAN | HATFIELD PA | 90 | $19.9M | $781K |
| 9 | THE COUNTRY VINTNER, INC. D/B/A WINEBOW WINEBOW 401(K) PLAN | GLEN ALLEN VA | 1,363 | $144.0M | $731K |
| 10 | PARKWAY CORPORATION PARKWAY CORPORATION RETIREMENT PLAN | PHILADELPHIA PA | 269 | $30.6M | $721K |
