Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Mid Cap Growth Fund, Class R6 N/A in their Schedule of Assets, totaling $4.4M 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 | WDI, LLC WDI, LLC 401(K) PLAN | SUN PRAIRIE WI | 236 | $30.8M | $1.8M |
| 2 | OSI RESTAURANT PARTNERS, LLC OSI RESTAURANT PARTNERS, LLC SALARIED EMPLOYEES 401(K) PLAN AND TRUST | TAMPA FL | 4,894 | $194.9M | $986K |
| 3 | ANIKA THERAPEUTICS, INC. ANIKA THERAPEUTICS, INC. 401(K) PLAN |
BEDFORD MA |
| 259 |
| $38.9M |
| $829K |
| 4 | STEIN & ASSOCIATES, LLC STEIN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | FORT SMITH AR | 1,041 | $41.3M | $475K |
| 5 | MSP REAL ESTATE MSP REAL ESTATE 401(K) PLAN | WEST ALLIS WI | 658 | $5.7M | $209K |
| 6 | SMART MOTORS, INC. SMART MOTORS, INC. 401(K) SAVINGS PLAN | MADISON WI | 229 | $6.6M | $73K |