Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS MFS Massachusetts Investors Growth Stock in their Schedule of Assets, totaling $3.4M 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 | HEART & VASCULAR PARTNERS HEART & VASCULAR/SPECIALTY MEDCARE 401(K) PLAN | DEERFIELD IL | 644 | $29.9M | $1.9M |
| 2 | SALIENT CORPORATION SALIENT CORPORATION 401(K) PROFIT SHARING PLAN | HORSEHEADS NY | 113 | $28.3M | $1.4M |
| 3 | SOUTHEASTERN ARCHAEOLOGICAL RESEARCH, INC. |
ORLANDO FL |
| 194 |
| $13.8M |
| $103K |
| 4 | DELSCO NORTHWEST INC DELSCO NORTHWEST INC 401(K) PROFIT SHARING PLAN & TRUST | MYTON UT | 147 | $3.6M | $76K |
