Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Mass Inv Growth Stock R3 in their Schedule of Assets, totaling $12.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JUSTICE RESOURCE INSTITUTE 401(K) PLAN FOR EMPLOYEES OF JRI | NEEDHAM MA | 3,007 | $65.1M | $6.2M |
| 2 | UNITED OVERSEAS HOLDINGS, INC. TAJ HOTELS RETIREMENT SAVINGS PROGRAM | NEW YORK NY | 207 | $27.0M | $3.8M |
| 3 | EDLIN GALLAGHER HUIE & BLUM LLP EDLIN GALLAGHER HUIE & BLUM LLP 401(K) PROFIT SHARING PLAN |
SAN FRANCISCO CA |
| 52 |
| $15.6M |
| $1.2M |
| 4 | SIMCO ELECTRONICS SIMCO PROFIT SHARING 401(K) PLAN | SANTA CLARA CA | 320 | $26.8M | $784K |
| 5 | D 3 LLC D 3 LLC 401(K) PROFIT SHARING PLAN AND TRUST | MELVILLE NY | 200 | $7.0M | $488K |
| 6 | HEDRICK BROTHERS CONSTRUCTION CO HEDRICK BROTHERS CONSTRUCTION CO., INC. THRIFT AND PROFIT SHAR | WEST PALM BEACH FL | 187 | $15.8M | $150K |
