Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding MFS MFS Mid-Cap Growth Fund Class R6 in their Schedule of Assets, totaling $30.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES IUOE LOCAL 399 DEFERRED COMPENSATION SAVINGS PLAN IUOE LOCAL 399 PARTICIPATING EMPLOYERS DEFERRED COMPENSATION EMPLOYEE SAVINGS PLAN | CHICAGO IL | 7,078 | $345.8M | $5.7M |
| 2 | FOUNDATION FOR EDUCATIONAL SERVICES, INC. FOUNDATION FOR EDUCATIONAL SERVICES, INC. 401(K) PLAN | LINCOLN NE | 177 | $92.0M | $4.5M |
| 3 |
HOUSTON TX |
| 537 |
| $164.9M |
| $2.8M |
| 4 | BRONSON HEALTHCARE GROUP, INC. BRONSON HEALTHCARE GROUP, INC. 403(B) TAX SHELTERED MATCHING PLAN | KALAMAZOO MI | 9,693 | $1.2B | $2.4M |
| 5 | WEST SHORE HOME, LLC WEST SHORE HOME, LLC 401(K) PLAN | MECHANICSBURG PA | 2,429 | $62.2M | $1.8M |
| 6 | CAMDEN DEVELOPMENT INC. CAMDEN DEVELOPMENT, INC. 401(K) PLAN AND TRUST | HOUSTON TX | 1,694 | $195.4M | $1.8M |
| 7 | ESPERION THERAPEUTICS, INC. ESPERION THERAPEUTICS, INC. 401(K) PLAN | ANN ARBOR MI | 307 | $43.1M | $1.0M |
| 8 | FRESHFIELDS US LLP FRESHFIELDS US LLP HR-10 PROFIT-SHARING PLAN | NEW YORK NY | 113 | $27.5M | $838K |
| 9 | RESOURCE MANAGEMENT SERVICE, LLC RESOURCE MANAGEMENT SERVICE, LLC PROFIT SHARING PLAN AND TRUST | BIRMINGHAM AL | 148 | $52.2M | $778K |
| 10 | SECURITY INDUSTRY SPECIALISTS, INC. SIS 401(K) PLAN | CULVER CITY CA | 2,525 | $56.7M | $658K |
