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 Mutual fund n/a in their Schedule of Assets, totaling $5.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | V3 COMPANIES, LTD. V3 COMPANIES LTD. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | WOODRIDGE IL | 315 | $56.4M | $2.2M |
| 2 | NELSON-JAMESON, INC. NELSON-JAMESON, INC. RETIREMENT PLAN | MARSHFIELD WI | 310 | $30.9M | $1.4M |
| 3 | RIVER VALLEY BANCORPORATION, INC. PROFIT SHARING PLAN FOR RIVER VALLEY BANCORPORATION, INC. AND RELATED EMPLOYERS |
WAUSAU WI |
| 243 |
| $31.4M |
| $707K |
| 4 | LUTHERAN CHARITY ASSOCIATION JAMESTOWN REGIONAL MEDICAL CENTER COMBINED RETIREMENT INCOME SAVINGS PLAN | JAMESTOWN ND | 315 | $55.8M | $613K |
| 5 | HALTEC CORPORATION HALTEC CORPORATION 401(K) PROFIT SHARING PLAN | SALEM OH | 182 | $10.6M | $178K |
| 6 | EAST BAY ASIAN LOCAL DEVELOPMENT CORPORATION EBALDC RETIREMENT PLAN | OAKLAND CA | 142 | $5.8M | $90K |
| 7 | DAN CALLAGHAN ENTERPRISES, INC. DAN CALLAGHAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BRADENTON FL | 120 | $5.5M | $6K |
