Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding MFS Massachusetts Investors Growth Stock Fund – R6 # in their Schedule of Assets, totaling $74.5M 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 | BHS MANAGEMENT SERVICES INC. BHS PARTNERSHIP 403B PENSION PLAN | PITTSFIELD MA | 4,276 | $693.6M | $55.7M |
| 2 | DANA-FARBER CANCER INSTITUTE, INC. DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN | BOSTON MA | 8,349 | $869.5M | $9.6M |
| 3 | DANA-FARBER CANCER INSTITUTE, INC. |
BOSTON MA |
| 6,039 |
| $930.2M |
| $5.4M |
| 4 | KOOTENAI CLINIC, LLC KOOTENAI HEALTH 403(B) PLAN | COEUR D ALENE ID | 4,205 | $79.9M | $2.7M |
| 5 | AMERICAN ROCK SALT COMPANY LLC AMERICAN ROCK SALT COMPANY 401(K) PLAN | MOUNT MORRIS NY | 358 | $41.8M | $616K |
| 6 | ERGOTRON, INC. ERGOTRON 401(K) SAVINGS PLAN | EAGAN MN | 625 | $106.9M | $178K |
| 7 | MODCOMP, INC. MODCOMP, INC. INVESTMENT AND RETIREMENT PLAN | DR. DEERFIELD BEACH FL | 86 | $13.2M | $116K |
| 8 | IAN MARTIN PBC IAN MARTIN PBC 401K PLAN | HOUSTON TX | 400 | $2.1M | $68K |
| 9 | BRISTOL METALS, LP BRISTOL METALS, LP PROFIT SHARING PLAN - PLAN A | BRISTOL TN | 158 | $8.0M | $55K |
