Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Massachusetts Investors Gr Stk R6 Mutual fund in their Schedule of Assets, totaling $19.6M 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 | WOMAN'S HOSPITAL FOUNDATION WOMAN'S HOSPITAL FOUNDATION 401(A) EMPLOYER CONTRIBUTION PLAN | BATON ROUGE LA | 2,567 | $142.7M | $17.9M |
| 2 | FORAN GLENNON PALANDECH & PONZI, PC FORAN GLENNON PALANDECH PONZI & RUDLOFF, PC PROFIT SHARING 401(K) PLAN | CHICAGO IL | 103 | $27.1M | $693K |
| 3 | NEW HUDSON FACADES, LLC |
LINWOOD PA |
| 330 |
| $22.7M |
| $502K |
| 4 | CROOKER CONSTRUCTION, L.L.C. CROOKER CONSTRUCTION, L.L.C. 401(K) PROFIT SHARING PLAN | TOPSHAM ME | 167 | $15.6M | $332K |
| 5 | THIRD COAST EMPLOYEE SERVICES, LLC THIRD COAST EMPLOYEE SERVICES, LLC 401(K) PLAN | HOUSTON TX | 124 | $24.5M | $169K |
| 6 | STEPWORKS RECOVERY CENTERS, LLC STEPWORKS 401(K) PLAN | ELIZABETHTOWN KY | 122 | $5.4M | $21K |
