Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS MFS Growth R3 in their Schedule of Assets, totaling $45.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LANDSTAR SYSTEM HOLDINGS, INC. LANDSTAR SYSTEM, INC. 401(K) SAVINGS PLAN | JACKSONVILLE FL | 1,301 | $169.0M | $19.2M |
| 2 | IBASIS, INC. IBASIS, INC. 401(K) RETIREMENT PLAN | LEXINGTON MA | 73 | $46.3M | $12.5M |
| 3 | THE BELLEVUE HOSPITAL THE BELLEVUE HOSPITAL 401(K) PLAN |
BELLEVUE OH |
| 345 |
| $50.9M |
| $5.0M |
| 4 | BANKSOUTH BANKSOUTH'S 401(K) PLAN | GREENSBORO GA | 296 | $36.6M | $2.8M |
| 5 | IMEDIA BRANDS, INC. IMEDIA BRANDS, INC. 401(K) RETIREMENT PLAN | EDEN PRAIRIE MN | 699 | $40.6M | $2.6M |
| 6 | CASTLELAKE, LP CASTLELAKE, LP RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 162 | $43.9M | $2.3M |
| 7 | IOWA PLAINS SIGNING, INC. IOWA PLAINS SIGNING, INC. 401(K) PLAN | SLATER IA | 264 | $6.6M | $650K |
| 8 | SPORT CLIPS, INC. THE SPORT CLIPS GAME PLAN | GEORGETOWN TX | 1,181 | $21.9M | $314K |
