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 R5 Mutual fund in their Schedule of Assets, totaling $1.6M 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 | ARNOLD MACHINERY COMPANY ARNOLD MACHINERY COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 687 | $48.1M | $727K |
| 2 | CODMAN SQUARE HEALTH CENTER, INC. CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN | DORCHESTER MA | 318 | $18.4M | $409K |
| 3 | DOCUMATION, INC. |
SAN ANTONIO TX |
| 182 |
| $11.4M |
| $349K |
| 4 | CLINTWOOD JOD LLC CLINTWOOD JOD, LLC 401(K) PLAN | BELCHER KY | 153 | $3.7M | $128K |
| 5 | LYNN COMMUNITY HEALTH INC LYNN COMMUNITY HEALTH CENTER RETIREMENT PLAN | LYNN MA | 764 | $11.8M | $35K |