Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Mid Cap Growth Fund Class R3 " in their Schedule of Assets, totaling $1.9M 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 | PET SUPPLIES PLUS, LLC PET SUPPLIES PLUS, LLC 401(K) PLAN | LIVONIA MI | 0 | $0 | $1.0M |
| 2 | ELLENOFF GROSSMAN & SCHOLE LLP ELLENOFF GROSSMAN & SCHOLE LLP 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 152 | $44.4M | $475K |
| 3 | ENESCO, LLC ENESCO, LLC RETIREMENT PLAN |
ITASCA IL |
| 148 |
| $50.5M |
| $377K |
| 4 | WEIRTON GERIATRIC CENTER WEIRTON GERIATRIC CENTER RETIREMENT PLAN | WEIRTON WV | 178 | $8.9M | $16K |
| 5 | MAKE THE ROAD NEW YORK MAKE THE ROAD NEW YORK 401(K) PROFIT SHARING PLAN AND TRUST | BROOKLYN NY | 352 | $12.1M | $13K |
