Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS MFS Mid Cap Growth R5 in their Schedule of Assets, totaling $838K 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 | LA SPECIALTY PRODUCE CO. VESTA FOOD SERVICE 401(K) PLAN AND TRUST | SANTA FE SPRINGS CA | 708 | $28.8M | $570K |
| 2 | WHITE ARROW, INC. WHITE ARROW 401(K) & PS PLAN | MONTEBELLO CA | 106 | $4.9M | $144K |
| 3 | INCARNATE WORD RETIREMENT COMMUNITY, INC. THE VILLAGE AT INCARNATE WORD 403(B) PLAN |
SAN ANTONIO TX |
| 270 |
| $4.8M |
| $98K |
| 4 | HILCO HOLDINGS, INC. HILCO HOLDINGS & SUBSIDIARIES 401(K) PROFIT SHARING PLAN | GREENSBORO NC | 571 | $19.7M | $18K |
| 5 | HILCO TRANSPORT, INC. HILCO 401(K) PROFIT SHARING PLAN | GREENSBORO NC | 598 | $16.9M | $7K |
