Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Massachusetts Inv Gr Stk R6 Mutual fund - in their Schedule of Assets, totaling $4.8M 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 | ARMHR, LLC ARMHR 401(K) RETIREMENT PLAN | EAST SYRACUSE NY | 2,246 | $45.8M | $3.5M |
| 2 | 3 PHASE ELEVATOR CORP. 3 PHASE ELEVATOR 401(K) PLAN | CANTON MA | 207 | $9.8M | $575K |
| 3 | AFS, LLC AFS, LLC 401(K) PLAN | SHREVEPORT LA |
| 262 |
| $17.7M |
| $501K |
| 4 | ANALYTICS8, LLC ANALYTICS8, LLC 401(K) PLAN | CHICAGO IL | 96 | $11.5M | $277K |
