Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS Mid Cap Growth Fund R3 Mutual Fund in their Schedule of Assets, totaling $2.2M 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 | TRI-CENTURY EYE CARE, P.C. TRI-CENTURY EYE CARE, P.C. 401(K) PROFIT SHARING PLAN | SOUTHAMPTON PA | 89 | $22.2M | $644K |
| 2 | BLACK GOLD POTATO SALES, INC. BLACK GOLD POTATO SALES, INC. 401(K) PROFIT SHARING PLAN | GRAND FORKS ND | 684 | $13.6M | $495K |
| 3 | FAGEN, INC. FAGEN, INC. 401(K) PLAN |
GRANITE FALLS MN |
| 625 |
| $29.4M |
| $360K |
| 4 | STANDARD MEDIA GROUP LLC STANDARD MEDIA 401(K) PLAN | NASHVILLE TN | 246 | $4.5M | $326K |
| 5 | INDEPENDENT BEVERAGE COMPANY, LLC INDEPENDENT BEVERAGE COMPANY, LLC 401K PLAN | CHARLOTTE NC | 174 | $10.9M | $190K |
| 6 | OXYGEN SERVICE COMPANY, INC. OXYGEN SERVICE COMPANY, INC. 401(K) SAVINGS PLAN | SAINT PAUL MN | 163 | $7.3M | $71K |
| 7 | KIDNEY CARE SPECIALISTS, LLC KIDNEY CARE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN | BROOMALL PA | 155 | $56.2M | $53K |
| 8 | COLWELL INDUSTRIES, INC. COLWELL INDUSTRIES, INC. 401(K) SAVINGS PLAN | KENDALLVILLE IN | 37 | $10.4M | $22K |
