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 Registered investment company in their Schedule of Assets, totaling $5.8M 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 | NOMURA RESEARCH INSTITUTE HOLDINGS AMERICA, INC. NRI GROUP 401(K) PLAN | NEW YORK NY | 104 | $41.8M | $4.0M |
| 2 | LEATHERMAN TOOL GROUP, INC. LEATHERMAN TOOL GROUP 401(K) RETIREMENT PLAN | PORTLAND OR | 510 | $46.9M | $1.1M |
| 3 | PHILADELPHIA CRICKET CLUB PHILADELPHIA CRICKET CLUB 401(K) PLAN |
PHILADELPHIA PA |
| 208 |
| $7.2M |
| $381K |
| 4 | JANIE AND JACK, LLC JANIE AND JACK, LLC 401(K) RETIREMENT PLAN | SAN FRANCISCO CA | 680 | $15.2M | $257K |
| 5 | PLANNED PARENTHOOD MAR MONTE, INC. TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. | SAN JOSE CA | 82 | $15.4M | $137K |
| 6 | COMPACT INFORMATION SYSTEMS, LLC COMPACT INFORMATION SYSTEMS, LLC 401(K) PLAN | FT MYERS FL | 99 | $10.5M | $16K |
