Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Mid Cap Growth Mutual fund N/A in their Schedule of Assets, totaling $2.9M 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 | FIRST INTERSTATE BANCSYSTEM, INC. FIRST INTERSTATE BANCSYSTEM, INC. 401(K) PLAN | BILLINGS MT | 3,478 | $481.7M | $1.3M |
| 2 | DENTONS DAVIS BROWN PC DENTONS DAVIS BROWN PC RETIREMENT PLAN | DES MOINES IA | 164 | $77.0M | $1.2M |
| 3 | PREMIUM CONSULTING LLC NEXT LEVEL SOLUTIONS SAVINGS PLAN EMPLOYEES RETIREMENT PLAN |
SPRINGFIELD MO |
| 237 |
| $9.3M |
| $157K |
| 4 | COLT BUILDERS CORP. COLT BUILDERS 401(K) PLAN | MURRAY UT | 252 | $7.1M | $133K |
| 5 | VALLEY MOTORS, INC. FITZPATRICK DEALERSHIP GROUP 401(K) PLAN AND TRUST | MODESTO CA | 189 | $8.7M | $94K |