Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding MFS Mfs Massachusetts Investors Gr Stk R6 in their Schedule of Assets, totaling $51.6M 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 | SOUTH SHORE HOSPITAL, INC. SOUTH SHORE HEALTH RETIREMENT SAVINGS PLAN | NORWELL MA | 6,459 | $726.9M | $44.5M |
| 2 | BANDINI ENTERPRISES, INC. BEI ENGINEERS 401(K) PLAN | HOUSTON TX | 108 | $16.9M | $1.1M |
| 3 | STAUFF CORPORATION STAUFF CORPORATION PROFIT SHARING PLAN AND TRUST |
WALDWICK NJ |
| 116 |
| $8.9M |
| $1.0M |
| 4 | SHASTA COMMUNITY HEALTH CENTER SHASTA COMMUNITY HEALTH CENTER 403(B) PLAN | REDDING CA | 506 | $34.0M | $752K |
| 5 | MEMPHIS BASKETBALL LLC MEMPHIS BASKETBALL LLC 401(K) PLAN | MEMPHIS TN | 301 | $17.4M | $725K |
| 6 | PARETO CAPTIVE SERVICES, LLC THE PARETO 401K PLAN | PHILADELPHIA PA | 254 | $18.5M | $718K |
| 7 | SUNSHINE ACE HARDWARE, INC. SUNSHINE ACE HARDWARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BONITA SPRINGS FL | 511 | $19.4M | $654K |
| 8 | ARKANSAS COLLEGES OF HEALTH EDUCATION DBA ACHE ARKANSAS COLLEGES OF HEALTH EDUCATION 401(K) PLAN | FORT SMITH AR | 162 | $14.4M | $567K |
| 9 | REPUBLIC ELITE, LLC REPUBLIC ELITE 401(K) PLAN | ADDISON TX | 885 | $18.8M | $489K |
| 10 | BARRINGER CONSTRUCTION BARRINGER CONSTRUCTION 401(K) SAFE HARBOR PLAN | CHARLOTTE NC | 177 | $14.0M | $457K |
