Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Mid Cap Growth Fund R3 Registered investment company in their Schedule of Assets, totaling $764K 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 | SOFIE NETWORK INC. SOFIE NETWORK 401(K) PLAN | DULLES VA | 425 | $25.0M | $536K |
| 2 | CITIZENS TRUST BANK CITIZENS TRUST BANK 401(K) RETIREMENT PLAN | ATLANTA GA | 128 | $10.3M | $221K |
| 3 | NORTON PACKAGING, INC. NORTON PACKAGING INC 401(K) AND PROFIT SHARING PLAN |
HAYWARD CA |
| 223 |
| $17.0M |
| $7K |
