Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Mfs Mid Cap Growth Class R6 Registered investment company in their Schedule of Assets, totaling $53.9M 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 | LEGACY HEALTH LEGACY HEALTH 403(B) PLAN | PORTLAND OR | 14,472 | $2.0B | $53.3M |
| 2 | DAVID Y. MARTIN JR., LLC PROFIT SHARING PLAN & TRUST OF DAVID Y. MARTIN, JR., LLC | NEW ORLEANS LA | 122 | $13.1M | $402K |
| 3 | JEWISH FAMILY & CHILDRENS SERVICE THE JF&CS PARTNERSHIP 403(B) PLAN |
WALTHAM MA |
| 268 |
| $13.2M |
| $178K |
