Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding MFS Massachusetts Investors Gr Stk R6 MFS 0 in their Schedule of Assets, totaling $27.9M 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 | INOAC USA, INC. INOAC USA 401(K) SAVINGS PLAN | BARDSTOWN KY | 1,145 | $89.2M | $4.3M |
| 2 | WESTPORT CORPORATION MUNDI/WESTPORT 401(K) PLAN | PINE BROOK NJ | 130 | $45.4M | $4.0M |
| 3 | PHILLY SHIPYARD, INC. PHILLY SHIPYARD 401(K) PLAN | PHILADELPHIA |
| 560 |
| $38.1M |
| $3.9M |
| 4 | HALLAM ASSOCIATES, INC. HALLAM ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN | SOUTH BURLINGTON VT | 133 | $35.2M | $3.2M |
| 5 | GOULSTON TECHNOLOGIES, INC. GOULSTON TECHNOLOGIES, INC 401(K) & DEFINED CTBN RETIREMENT SVGS PLAN | MONROE NC | 115 | $31.0M | $1.8M |
| 6 | GRW ENGINEERS, INC. GRW TAX DEFERRED SAVINGS & PROFIT SHARING RETIREMENT PLAN | LEXINGTON KY | 175 | $34.8M | $1.7M |
| 7 | MANUFACTURING TECHNOLOGY INC. MANUFACTURING TECHNOLOGY INC DEFERRED COMPENSATION PLAN AND TRUST | SOUTH BEND IN | 78 | $18.5M | $1.1M |
| 8 | BADGE MOTOR COMPANY SHEARER AUTOMOTIVE PSP AND TRUST | SOUTH BURLINGTON VT | 85 | $8.3M | $1.1M |
| 9 | WISDOMTREE, INC WISDOMTREE, INC 401(K) RETIREMENT PLAN | NEW YORK NY | 195 | $45.1M | $1.0M |
| 10 | PIVOT POINT INTERNATIONAL, INC. PIVOT POINT 401(K) PLAN | CHICAGO IL | 89 | $18.2M | $646K |
