Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding MFS Mid-Cap Growth Mutual Fund in their Schedule of Assets, totaling $38.9M 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 | CHOCTAW NATION OF OKLAHOMA CHOCTAW NATION OF OKLAHOMA THRIFT PLAN | DURANT OK | 13,025 | $424.7M | $12.2M |
| 2 | JENNISON ASSOCIATES LLC JENNISON ASSOCIATES SAVINGS PLAN | NEW YORK NY | 416 | $485.9M | $10.4M |
| 3 | SMARTSHEET INC. SMARTSHEET INC. 401(K) P/S PLAN |
BELLEVUE WA |
| 2,431 |
| $273.8M |
| $3.3M |
| 4 | GOBRANDS, INC. GOBRANDS, INC. 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 4,198 | $76.6M | $3.1M |
| 5 | CHUGACH ALASKA CORPORATION CHUGACH 401(K) PLAN | ANCHORAGE AK | 4,058 | $256.0M | $1.4M |
| 6 | KITSAP BANK KITSAP BANK 401(K) PROFIT SHARING PLAN | PORT ORCHARD WA | 258 | $57.3M | $1.4M |
| 7 | AUTO LENDERS LIQUIDATION CENTER, INC. AUTO LENDERS LIQUIDATION CENTER, INC. 401(K) PLAN | VOORHEES NJ | 383 | $19.9M | $1.3M |
| 8 | NCMIC GROUP, INC. NCMIC GROUP, INC. RETIREMENT SAVINGS PLAN | CLIVE IA | 208 | $63.4M | $1.1M |
| 9 | CARROLL COUNTY MEMORIAL HOSPITAL CARROLL COUNTY MEMORIAL HOSPITAL EMPLOYEES 401K PLAN & TRUST | CARROLLTON MO | 238 | $19.1M | $1.0M |
| 10 | NORTHPOINT DEVELOPMENT, LLC NORTHPOINT DEVELOPMENT, LLC 401(K) SAFE HARBOR PLAN | RIVERSIDE MO | 1,025 | $69.6M | $592K |
