Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding MFS Mid-Cap Growth Fund Class R3 in their Schedule of Assets, totaling $25.6M 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 | MILLENNIUM INTERNATIONAL MANAGEMENT LP MILLENNIUM INTERNATIONAL MANAGEMENT LP SAVINGS PLAN | NEW YORK NY | 2,603 | $545.9M | $8.3M |
| 2 | PILKINGTON NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | TOLEDO OH | 1,552 | $370.0M | $7.5M |
| 3 | FRANCHISE GROUP, INC. FRANCHISE GROUP, INC. 401(K) PLAN |
DELAWARE OH |
| 13,300 |
| $149.3M |
| $1.3M |
| 4 | PILKINGTON NORTH AMERICA, INC. RETIREMENT SAVINGS VALUE PLAN | TOLEDO OH | 1,039 | $81.8M | $1.3M |
| 5 | A.C.S. & SONS, INC. A.C.S. & SONS, INC. PROFIT SHARING 401(K) PLAN | WOODBURY HEIGHTS NJ | 242 | $20.8M | $1.1M |
| 6 | PET SUPPLIES PLUS, LLC PET SUPPLIES PLUS, LLC 401(K) PLAN | LIVONIA MI | 0 | $0 | $1.0M |
| 7 | WEGO CHEMICAL GROUP LP WEGO CHEMICAL GROUP LP 401(K) PLAN | GREAT NECK NY | 115 | $16.7M | $960K |
| 8 | SARAH LAWRENCE COLLEGE SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN | BRONXVILLE NY | 590 | $192.0M | $749K |
| 9 | BOB MAXEY LINCOLN, INC. BOB MAXEY LINCOLN MERCURY 401K PLAN & TRUST | DETROIT MI | 202 | $11.6M | $533K |
| 10 | RIDGEWAY PLUMBING, INC. RIDGEWAY PLUMBING, INC. 401(K) PROFIT SHARING PLAN | BOYTON BEACH FL | 645 | $28.1M | $525K |
