Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MFS Investment Management Mid Cap Growth Fund in their Schedule of Assets, totaling $5.5M 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 | RIVERSIDE MANAGEMENT SERVICES, INC. RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN | NEWPORT NEWS VA | 10,238 | $463.2M | $2.4M |
| 2 | UES, INC. UES, INC. 401(K) PLAN | DAYTON OH | 289 | $36.4M | $2.2M |
| 3 | RIVERSIDE MANAGEMENT SERVICES, INC. RIVERSIDE HEALTH SYSTEM 401(K) SAVINGS PLAN |
NEWPORT NEWS VA |
| 8,159 |
| $314.0M |
| $578K |
| 4 | COMPLETE PROTOTYPE SERVICES INC COMPLETE PROTOTYPE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | CLINTON TWP MI | 104 | $5.7M | $159K |
| 5 | GALEN MEDICAL GROUP EMPLOYEES GALEN MEDICAL GROUP EMPLOYEES RETIREMENT SAVINGS PLAN | HIXSON TN | 505 | $62.2M | $90K |
| 6 | FORMAN MILLS FORMAN MILLS, 401(K) RETIREMENT PLAN | PENNSAUKEN NJ | 2,205 | $6.9M | $22K |
| 7 | BOTH INC. DBA GOLDEN CORRAL BOTH, INC. 401 (K) PLAN | VIRGINIA BEACH VA | 410 | $9.5M | $2K |
