Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding MFS Mid Cap Growth Fund Registered investment company in their Schedule of Assets, totaling $8.5M 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 | DX HOLDING CO., INC. DX HOLDING COMPANY INC PREFERRED SAVINGS & PROFIT SHARING PLAN | HOUSTON TX | 260 | $31.1M | $2.0M |
| 2 | COLGATE UNIVERSITY COLGATE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT | HAMILTON NY | 1,002 | $567.8M | $1.6M |
| 3 | DULCICH, INC. DBA PACIFIC SEAFOOD GROUP |
CLACKAMAS OR |
| 2,470 |
| $109.9M |
| $1.2M |
| 4 | ITAFOS SERVICES LLC ITAFOS RETIREMENT PLAN | HOUSTON TX | 295 | $40.8M | $1.0M |
| 5 | ENCOMPASS DIGITAL MEDIA, INC. ENCOMPASS DIGITAL MEDIA 401(K) PLAN | ATLANTA GA | 590 | $70.2M | $891K |
| 6 | CORTLAND HOLDINGS, LLC CORTLAND HOLDINGS, LLC 401(K) PLAN | ATLANTA GA | 2,381 | $57.1M | $813K |
| 7 | BALISE MOTOR SALES COMPANY BALISE MOTOR SALES COMPANY 401(K) RETIREMENT PLAN | SPRINGFIELD MA | 1,246 | $44.9M | $730K |
| 8 | FIT TECHNOLOGIES, LLC FIT TECHNOLOGIES, LLC 401(K) PLAN | CLEVELAND OH | 141 | $4.7M | $106K |
| 9 | LA JOLLA GROUP, INC. THE LA JOLLA GROUP 401(K) PLAN | IRVINE CA | 340 | $15.2M | $72K |
| 10 | SOCIAL AND ENVIRONMENTAL ENTREPRENEURS SEE 403(B) RETIREMENT PLAN | CALABASAS CA | 457 | $3.7M | $46K |
