Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS MFS Mid Cap Growth Fund Class R4 in their Schedule of Assets, totaling $1.8M 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 | OPUS IVS, INC. OPUS IVS 401(K) PROFIT SHARING PLAN | DEXTER MI | 278 | $18.6M | $640K |
| 2 | THE CROSBY COMPANY OF NEW HAMPSHIRE, LLC THE CROSBY COMPANY OF NEW HAMPSHIRE, LLC 401(K) PLAN | SALEM NH | 196 | $69.5M | $633K |
| 3 | LMBI, L.P. LMB, INC. 401(K) PLAN |
FORT WORTH TX |
| 206 |
| $19.8M |
| $555K |