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 R4 in their Schedule of Assets, totaling $4.4M 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 | KELLY HART & HALLMAN LLP KELLY HART & HALLMAN PROFIT SHARING PLAN AND TRUST | FORT WORTH TX | 233 | $161.4M | $2.9M |
| 2 | HYUNDAI AMERICA TECHNICAL CENTER, INC. HYUNDAI 401(K) PLAN | SUPERIOR TOWNSHIP MI | 701 | $108.1M | $1.5M |
| 3 | UTAH MEDICAL PRODUCTS, INC. UTAH MEDICAL PRODUCTS, INC. 401(K) RETIREMENT PLAN |
MIDVALE UT |
| 107 |
| $10.8M |
| $61K |
