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 R4 Mutual fund in their Schedule of Assets, totaling $1.0M 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 | DEXTER SOUTHFIELD, INC. DEXTER SOUTHFIELD, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLINE MA | 213 | $61.4M | $480K |
| 2 | THE EVERGREEN SCHOOL THE EVERGREEN SCHOOL 403(B) DC PLAN | SHORELINE WA | 122 | $31.2M | $227K |
| 3 | OHIO DOMINICAN UNIVERSITY OHIO DOMINICAN UNIVERSITY RETIREMENT PLAN |
COLUMBUS OH |
| 125 |
| $43.3M |
| $106K |
| 4 | SIGHT SCIENCES, INC. SIGHT SCIENCES, INC. 401(K) PLAN | MENLO PARK CA | 209 | $21.3M | $85K |
| 5 | MARYMOUNT HIGH SCHOOL MARYMOUNT HIGH SCHOOL DEFINED CONTRIBUTION PLAN | LOG ANGELES CA | 57 | $9.4M | $41K |
| 6 | RUMSEY HALL SCHOOL RUMSEY HALL SCHOOL 403(B) DC PLAN | WASHINGTON DEPOT CT | 100 | $19.9M | $35K |
| 7 | THE PECK SCHOOL PECK SCHOOL RETIREMENT PLAN | MORRISTOWN NJ | 99 | $40.6M | $32K |