Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding MFS Mid-Cap Growth Fund R6 Mutual Fund in their Schedule of Assets, totaling $18.8M 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 | NHS MANAGEMENT, LLC NHS AFFILIATED COMPANIES 401(K) PROFIT SHARING PLAN | TUSCALOOSA AL | 6,151 | $97.2M | $3.8M |
| 2 | THE CIRCLE K RETIREMENT PLAN CIRCLE K RETIREMENT PLAN | TEMPE AZ | 73,210 | $505.9M | $3.4M |
| 3 | HOUSING AUTHORITY RISK RETENTION GROUP INC HOUSING AUTHORITY RISK RETENTION GROUP 401K PLAN |
CHESHIRE CT |
| 175 |
| $59.4M |
| $1.6M |
| 4 | MERRIMACK COLLEGE MERRIMACK COLLEGE 403(B) RETIREMENT PLAN | NORTH ANDOVER MA | 1,171 | $184.6M | $1.5M |
| 5 | SAFE HORIZON, INC. SAFE HORIZON 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 943 | $31.3M | $1.5M |
| 6 | KEYSTONE PACIFIC PROPERTY MANAGEMENT, LLC KEYSTONE PACIFIC 401(K) PLAN | IRVINE CA | 383 | $16.5M | $789K |
| 7 | SANTA FUEL, INC. SANTA FUEL, INC. 401(K) SAVINGS PLAN | BRIDGEPORT CT | 209 | $30.0M | $751K |
| 8 | PHARMING HEALTHCARE, INC. PHARMING HEALTHCARE, INC. 401(K) PLAN | WARREN NJ | 157 | $26.0M | $598K |
| 9 | GOLDEN ARTIST COLORS, INC. GOLDEN ARTIST COLORS, INC. 401K PROFIT SHARING | NEW BERLIN NY | 207 | $28.5M | $596K |
| 10 | FULLSTEAM PERSONNEL LLC FULLSTEAM PERSONNEL LLC 401(K) PLAN | AUBURN AL | 1,462 | $61.8M | $563K |
