Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Mfs Massachusetts Investors Gr Stk R6 Mutual Funds in their Schedule of Assets, totaling $33.1M 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 403(B) RETIREMENT SAVINGS PLAN | BATON ROUGE LA | 2,567 | $192.3M | $22.6M |
| 2 | K MOTORS, INC. K MOTORS, INC. 401(K) PLAN | EL CAJON CA | 398 | $19.8M | $3.7M |
| 3 | LITTLEJOHN & CO., LLC LITTLEJOHN & CO., LLC 401(K) PROFIT SHARING PLAN |
GREENWICH CT |
| 86 |
| $55.7M |
| $3.3M |
| 4 | INNOPEAK TECHNOLOGY, INC. OPPO 401(K) PLAN & TRUST | PALO ALTO CA | 116 | $30.8M | $2.1M |
| 5 | PROENERGY SERVICE LLC PROENERGY SERVICE 401(K) PLAN | SEDALIA MO | 554 | $39.3M | $957K |
| 6 | THOR EQUITIES, LLC THE THOR EQUITIES, LLC 401(K) PLAN | NEW YORK NY | 68 | $11.8M | $358K |
| 7 | WALTERS MANAGEMENT COMPANY, INC. WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN | BARNEGAT NJ | 111 | $12.4M | $123K |
