Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MFS MA Inv GR STK R6 in their Schedule of Assets, totaling $73.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SURGERY PARTNERS, INC. SURGERY PARTNERS 401(K) PLAN | BRENTWOOD TN | 4,583 | $314.9M | $26.9M |
| 2 | SP MANAGEMENT SERVICES, INC. SURGERY PARTNERS 401(K) PLAN | BRENTWOOD TN | 10,664 | $413.6M | $25.4M |
| 3 | SMC CORPORATION OF AMERICA SMC CORPORATION RETIREMENT SAVINGS PLAN |
NOBLESVILLE IN |
| 1,312 |
| $189.4M |
| $10.3M |
| 4 | SIERRA SPACE CORPORATION SIERRA SPACE CORPORATION 401(K) PROFIT SHARING PLAN | BROOMFIELD CO | 1,666 | $293.0M | $9.5M |
| 5 | L & N FEDERAL CREDIT UNION L & N FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | LOUISVILLE KY | 297 | $35.7M | $1.2M |
| 6 | CUE HEALTH INC. CUE 401(K) PLAN | VOORHEES NJ | 6 | $24.0M | $254K |
| 7 | BOLD NORTH AMERICA, LLC BOLD NORTH AMERICA, LLC 401(K) PLAN | DELRAY BEACH FL | 208 | $17.5M | $3K |
