Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS MFS Mid Cap Growth R6 N/R in their Schedule of Assets, totaling $14.1M 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 | NOVOLEX HOLDINGS, LLC NOVOLEX HOLDINGS, LLC 401(K) PLAN | HARTSVILLE SC | 6,230 | $385.3M | $11.2M |
| 2 | SWANSON INDUSTRIES, INC. SWANSON INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN | MORGANTOWN WV | 239 | $25.3M | $1.6M |
| 3 | LEONA ARIZONA EMPLOYMENT GROUP, INC LAEG 401(K) PLAN |
PHOENIX AZ |
| 730 |
| $27.1M |
| $428K |
| 4 | NOVOLEX HOLDINGS, LLC NOVOLEX AE 401(K) PLAN | HARTSVILLE SC | 353 | $20.2M | $348K |
| 5 | NOVOLEX HOLDINGS, LLC NOVOLEX TE 401(K) PLAN | HARTSVILLE SC | 980 | $17.4M | $179K |
| 6 | REVEAL DATA CORPORATION REVEAL DATA CORPORATION 401(K) RETIREMENT PLAN | CHICAGO IL | 308 | $30.4M | $142K |
| 7 | EVERGREEN HOMES INC. EVERGREEN HOMES 403B PLAN | KITTANNING PA | 159 | $4.9M | $131K |
| 8 | ALTO-SHAAM, INC. THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN | MENOMONEE FALLS WI | 490 | $48.1M | $103K |
| 9 | SURLY BREWING CO. SURLY BREWING CO. 401(K) PLAN | BROOKLYN CENTER MN | 291 | $5.9M | $45K |
| 10 | ALLIED HEALTH SOLUTIONS, LLC ALLIED HEALTH SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN | MORGANTOWN WV | 332 | $12.1M | $7K |
