Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS Mid Cap Growth Fd R6 Registered investment company in their Schedule of Assets, totaling $15.5M 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 | EMBRACE HOME LOANS, INC. 401(K) PLAN FOR DFH COMPANIES | MIDDLETOWN RI | 425 | $82.7M | $6.5M |
| 2 | NETHERLAND, SEWELL & ASSOCIATES, NETHERLAND, SEWELL & ASSOCIATES, INC. 401K PLAN | DALLAS TX | 128 | $100.0M | $4.2M |
| 3 | SPARC GROUP LLC THE SPARC GROUP LLC 401(K) INVESTMENT AND SAVINGS PLAN |
LYNDHURST NJ |
| 11,662 |
| $341.8M |
| $1.5M |
| 4 | OEC USA, INC. OEC USA, INC. 401(K) PLAN | MIAMI FL | 16 | $29.8M | $1.3M |
| 5 | CONNORS & ASSOCIATES LLC DBA CONNORS GROUP CONNORS GROUP SAFE HARBOR 401K PROFIT SHARING PLAN | CANONSBURG PA | 118 | $20.5M | $636K |
| 6 | RJ LEE GROUP, INC. RJ LEE GROUP, INC. RETIREMENT SAVINGS PLAN | MONROEVILLE PA | 173 | $19.9M | $487K |
| 7 | FORSTA WORLDWIDE, INC. FORSTA WORLDWIDE, INC. 401(K) PLAN | FRESNO CA | 283 | $24.2M | $375K |
| 8 | PAYMAX SERVICES, INC. PAYMAX SERVICES, INC. 401(K) PROFIT SHARING PLAN | CLEVELAND OH | 155 | $8.6M | $211K |
| 9 | JINDAL FILMS AMERICAS LLC JINDAL FILMS AMERICAS LLC 401K RETIREMENT PLAN | LAGRANGE GA | 155 | $16.1M | $130K |
| 10 | BUILDZOOM INC BUILDZOOM 401(K) PLAN | SAN FRANCISCO CA | 49 | $2.2M | $6K |
