Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS MASS INVESTORS GR STOCK R4 MUTUAL FUNDS in their Schedule of Assets, totaling $25.6M 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 | MASHANTUCKET PEQUOT TRIBE MASHANTUCKET PEQUOT TRIBE 401(K) RETIREMENT PLAN | MASHANTUCKET CT | 4,288 | $424.9M | $20.5M |
| 2 | CELLMARK, INC. CELLMARK PROFIT SHARING PLAN AND TRUST | SHELTON CT | 509 | $154.7M | $4.7M |
| 3 | AURO PR INC. AURO PR INC. PROFIT SHARING EMPLOYEE SAVINGS PLAN |
CAGUAS PR |
| 16 |
| $15.5M |
| $493K |
