Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Investment Mid-Cap Growth R3 Fund in their Schedule of Assets, totaling $558K 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 | SUNMARK CREDIT UNION SUNMARK CREDIT UNION 401(K) PLAN | LATHAM NY | 259 | $23.0M | $558K |
