Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Mid-Cap Growth Fund Class CT in their Schedule of Assets, totaling $6.5M 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 | USA PROPERTIES FUND, INC. USA PROPERTIES FUND 401(K) SAVINGS PLAN | ROSEVILLE CA | 321 | $34.7M | $3.0M |
| 2 | BARON & BUDD, A PROFESSIONAL CORPORATION BARON & BUDD, P.C. 401(K) RETIREMENT AND PROFIT SHARING PLAN | DALLAS TX | 183 | $55.2M | $1.9M |
| 3 | PREMIER RESEARCH INTERNATIONAL LLC |
MORRISVILLE NC |
| 925 |
| $116.1M |
| $1.5M |
| 4 | TRINITY INDUSTRIES, INC. TRINITY INDUSTRIES, INC. 401(K) PLAN AS RESTATED EFFECTIVE AUGUST 1, 2020 | DALLAS TX | 2,890 | $385.9M | $100K |