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 R6 Fund N/R in their Schedule of Assets, totaling $2.5M 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 | ENTACT, LLC ENTACT, LLC 401(K) SAVINGS PLAN | WESTMONT IL | 689 | $52.9M | $1.3M |
| 2 | HDI GLOBAL INSURANCE COMPANY HDI GLOBAL INSURANCE COMPANY 401(K) PLAN | CHICAGO IL | 268 | $48.9M | $969K |
| 3 | SELF HELP, INC. SELF-HELP, INC. TAX SHELTERED ANNUITY PLAN |
BROCKTON MA |
| 238 |
| $6.9M |
| $164K |
