Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS MFS Growth R4 in their Schedule of Assets, totaling $59.1M 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 | CHART INDUSTRIES, INC. CHART INDUSTRIES, INC. 401(K) INVESTMENT AND SAVINGS PLAN | BALL GROUND GA | 3,630 | $428.3M | $36.9M |
| 2 | ENERCON, LTD. GRUMMAN/BUTKUS ASSOCIATES, LTD. EMPLOYEE 401(K) PLAN | EVANSTON IL | 146 | $60.9M | $7.8M |
| 3 | RIVERON CONSULTING, LLC RIVERON CONSULTING LLC 401K PLAN |
DALLAS TX |
| 783 |
| $121.9M |
| $6.3M |
| 4 | QUANTUM FUEL SYSTEMS LLC QUANTUM 401(K) PLAN | LAKE FOREST CA | 155 | $19.8M | $5.9M |
| 5 | H. B. MAGRUDER MEMORIAL HOSPITAL H. B. MAGRUDER MEMORIAL HOSPITAL 403(B) PLAN | PORT CLINTON OH | 404 | $24.0M | $2.1M |
| 6 | CONTI SERVICE, LLC CONTI SERVICE, LLC MEP 401(K) PLAN | STERLING HEIGHTS MI | 719 | $29.4M | $3K |