Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS MA INV GR STK R6 Mutual Fund - in their Schedule of Assets, totaling $10.8M 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 | RAVAGO AMERICAS, LLC RAVAGO AMERICAS 401(K) SAVINGS AND PROFIT SHARING PLAN | ORLANDO FL | 2,291 | $273.9M | $6.2M |
| 2 | OTC MARKETS GROUP INC. OTC MARKETS GROUP INC. 401(K) PLAN | NEW YORK NY | 139 | $33.7M | $2.7M |
| 3 | IDS ENGINEERING GROUP INC. IDS ENGINEERING GROUP INC. 401K PLAN |
HOUSTON TX |
| 127 |
| $20.6M |
| $1.9M |