Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding MFS Mid Cap Growth R3 in their Schedule of Assets, totaling $34.1M 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 | GEMW HEALTHCARE INVESTMENT LP AHMC HEALTHCARE INC. 401(K) RETIREMENT SAVINGS PLAN | ALHAMBRA CA | 6,339 | $734.2M | $21.7M |
| 2 | KALITTA AIR, LLC KALITTA COMPANIES 401(K) SAVINGS PLAN | YPSILANTI MI | 3,783 | $340.8M | $4.9M |
| 3 | DEALERDIRECT, LLC D/B/A FORDDIRECT FORDDIRECT RETIREMENT SAVINGS PLAN |
DEARBORN MI |
| 314 |
| $60.3M |
| $1.6M |
| 4 | K2 INTELLIGENCE, LLC K2 INTEGRITY 401(K) PLAN | NEW YORK NY | 262 | $27.9M | $1.6M |
| 5 | BRADFORD & BARTHEL, LLP BRADFORD & BARTHEL 401(K) PROFIT SHARING PLAN AND TRUST | SACRAMENTO CA | 226 | $35.6M | $1.3M |
| 6 | KURT MANUFACTURING COMPANY, INC. KURT MANUFACTURING COMPANY RETIREMENT & SAVINGS PLAN | MINNEAPOLIS MN | 334 | $43.2M | $1.1M |
| 7 | JUSTICE RESOURCE INSTITUTE 401(K) PLAN FOR EMPLOYEES OF JRI | NEEDHAM MA | 3,007 | $65.1M | $804K |
| 8 | POINT32HEALTH HEALTH PLANS, INC. 401(K) & PROFIT SHARING PLAN | WESTBOROUGH MA | 1,008 | $61.3M | $512K |
| 9 | AMERICAN HERITAGE RAILWAYS, INC. AMERICAN HERITAGE RAILWAYS 401(K) PLAN | DURANGO CO | 523 | $8.4M | $366K |
| 10 | SCARINCI & HOLLENBECK, LLC SCARINCI & HOLLENBECK, LLC 401(K) PLAN | LITTLE FALLS NJ | 95 | $11.2M | $203K |
