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 R6 Fund Mutual fund - in their Schedule of Assets, totaling $11.3M 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 | A. M. CASTLE & CO. A. M. CASTLE & CO. 401(K) SAVINGS AND RETIREMENT PLAN | OAK BROOK IL | 414 | $101.5M | $4.0M |
| 2 | ALPEK POLYESTER USA, LLC DAK AMERICAS LLC SAVINGS AND INVESTMENT PLAN | CHARLOTTE NC | 1,217 | $256.2M | $2.4M |
| 3 | ASSOCIATES IN WOMENS HEALTH P.A. |
WICHITA KS |
| 76 |
| $34.6M |
| $1.9M |
| 4 | ATS ESOP HOLDINGS, INC. ATS 401(K) PLAN | RESTON VA | 571 | $102.6M | $923K |
| 5 | LEGACY TRADITIONAL SCHOOLS LEGACY TRADITIONAL SCHOOLS 401(K) PLAN | CHANDLER AZ | 1,519 | $32.5M | $729K |
| 6 | EMBURSE, INC. EMBURSE 401(K) PLAN | DALLAS TX | 415 | $48.3M | $623K |
| 7 | APPGATE CYBERSECURITY, INC. THE APPGATE 401(K) SAVINGS PLAN | CORAL GABLES FL | 99 | $14.8M | $347K |
| 8 | BLACKSKY HOLDINGS, INC. BLACKSKY HOLDINGS, INC. | HERNDON VA | 322 | $31.9M | $211K |
| 9 | NEIGHBORHOOD DEFENDER SERVICE, INC. NEIGHBORHOOD DEFENDER SERVICE, INC. TAX SHELTERED ANNUITY PLAN | NEW YORK NY | 331 | $15.9M | $85K |
| 10 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $50K |
