Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS MASS INV GRTH STK R4 in their Schedule of Assets, totaling $12.9M 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 | COOPER INVESTORS, INC. COOPER INVESTORS, INC. 401(K) PLAN | WHITESTONE NY | 286 | $61.2M | $9.7M |
| 2 | FINANCIAL RESOURCES GROUP INVEST FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT | FORT MILL SC | 201 | $24.5M | $2.0M |
| 3 | ZRS MANAGEMENT, LLC ZRS MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN |
ORLANDO FL |
| 2,003 |
| $60.1M |
| $834K |
| 4 | ELIZABETH WENDE BREAST CARE, LLC ELIZABETH WENDE BREAST CARE, LLC 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 150 | $29.9M | $194K |
| 5 | DEAN DISTRIBUTING, INC. DEAN DISTRIBUTING, INC. PROFIT SHARING 401(K) PLAN & TRUST | GREEN BAY WI | 111 | $18.2M | $168K |
