Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Mid Cap Growth R3 in their Schedule of Assets, totaling $1.9M 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 | KURT MANUFACTURING COMPANY, INC. KURT MANUFACTURING COMPANY RETIREMENT & SAVINGS PLAN | MINNEAPOLIS MN | 334 | $43.2M | $1.1M |
| 2 | JUSTICE RESOURCE INSTITUTE 401(K) PLAN FOR EMPLOYEES OF JRI | NEEDHAM MA | 3,007 | $65.1M | $804K |
| 3 | SHERMAN & REILLY, INC. SHERMAN & REILLY 401(K) PLAN |
CHATTANOOGA TN |
| 123 |
| $2.4M |
| $21K |
