Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding MFS Investment Management MFS Mid Cap Growth R6 in their Schedule of Assets, totaling $9.3M 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 | FINANCIAL ACCOUNTING FOUNDATION FINANCIAL ACCOUNTING FOUNDATION EMPLOYEES' TAX SHELTERED ANNUITY PLAN | NORWALK CT | 143 | $137.7M | $3.2M |
| 2 | SOFTCHOICE CORPORATION SOFTCHOICE CORPORATION 401(K) PLAN | MARYLAND HEIGHTS MO | 514 | $68.3M | $1.8M |
| 3 | KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY CO., L.P.A. |
CANTON OH |
| 109 |
| $34.8M |
| $950K |
| 4 | CROWNE MANAGEMENT, LLC CROWNE MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN | MONROEVILLE AL | 2,275 | $33.6M | $786K |
| 5 | CONNECTICUT CONTAINER CORPORATION MASSACHUSETTS CONTAINER CORPORATION AND CONNECTICUT CONTAINER CORPORATION 401(K) PLAN | NORTH HAVEN CT | 212 | $15.9M | $534K |
| 6 | ASCEND PARTNER SERVICES, LLC ASCEND PARTNER SERVICES, LLC 401(K) PLAN | ARLINGTON VA | 956 | $53.2M | $452K |
| 7 | WESBURY UNITED METHODIST COMMUNITY WESBURY UNITED METHODIST COMMUNITY RETIREMENT SAVINGS PLAN | MEADVILLE PA | 337 | $11.5M | $390K |
| 8 | PATHWAYS TO HOUSING DC PATHWAYS TO HOUSING DC 403(B) GROUP RETIREMENT PLAN | WASHINGTON DC | 135 | $2.8M | $271K |
| 9 | CAVENDER OLDSMOBILE CO., INC. THE CAVENDER EMPLOYEE CAPITAL ACCUMULATION PLAN | SAN ANTONIO TX | 1,515 | $29.3M | $202K |
| 10 | CONNECTICUT CONTAINER CORPORATION K & H GROUP, INC. 401(K) PROFIT SHARING PLAN | NORTH HAVEN CT | 195 | $14.4M | $168K |
