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 R4 in their Schedule of Assets, totaling $222K 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 | DATACORE SOFTWARE CORPORATION DATACORE SOFTWARE CORPORATION 401(K)PLAN | FORT LAUDERDALE FL | 47 | $14.4M | $141K |
| 2 | YELLOWSTONE FOREVER YELLOWSTONE FOREVER 401(K) RETIREMENT PLAN | BOZEMAN MT | 52 | $6.0M | $71K |
| 3 | CATALYST INC. CATALYST INC. 403(B) DEFINED CONTRIBUTION PLAN |
NEW YORK NY |
| 76 |
| $23.9M |
| $10K |