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 R4 in their Schedule of Assets, totaling $619K 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 | TOKAI CARBON CB LTD. TOKAI CARBON CB LTD. 401(K) PLAN | FORT WORTH TX | 406 | $66.3M | $401K |
| 2 | GLOBAL TOTE US LLC GLOBAL TOTE US, LLC 401(K) PLAN | HAMDEN CT | 113 | $6.9M | $117K |
| 3 | AMERICAN HERITAGE BANK AMERICAN BANCORPORATION, INC. 401(K) PROFIT SHARING PLAN & TRUST |
SAPULPA OK |
| 260 |
| $22.4M |
| $88K |
| 4 | JOHNSON C SMITH UNIVERSITY JOHNSON C. SMITH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CHARLOTTE NC | 445 | $39.8M | $13K |