Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MFS Mid Cap Growth Fund Class R6 Registered investment company in their Schedule of Assets, totaling $1.5M 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 | SOUTHERN MOTOR CARRIERS ASSOCIATION, INC. SMC3 401(K) PLAN | PEACHTREE CITY GA | 198 | $33.2M | $589K |
| 2 | HIGHER LOGIC, LLC HIGHER LOGIC RETIREMENT PLAN | ARLINGTON VA | 249 | $29.1M | $367K |
| 3 | RIPPLE EFFECT COMMUNICATIONS, INC. RIPPLE EFFECT COMMUNICATIONS RETIREMENT SAVINGS PLAN |
ROCKVILLE MD |
| 111 |
| $7.6M |
| $175K |
| 4 | ARENA ENERGY, LLC ARENA ENERGY, LLC PROFIT SHARING AND 401(K) PLAN | THE WOODLANDS TX | 449 | $70.0M | $173K |
| 5 | EQUALITY HEALTH, LLC EQUALITY HEALTH, LLC 401(K) PLAN | PHOENIX AZ | 230 | $18.0M | $71K |
| 6 | NURIX THERAPEUTICS, INC. NURIX INCORPORATED 401(K) PLAN & TRUST | SAN FRANCISCO CA | 297 | $36.5M | $67K |
| 7 | BONNEY PLUMBING LLC BONNEY PLUMBING LLC 401(K) PROFIT SHARING PLAN | RANCHO CORDOVA CA | 269 | $6.0M | $16K |
