Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 113 U.S. retirement plans report holding MFS Mid Cap Growth R6 MFS 0 in their Schedule of Assets, totaling $39.8M 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 | DIRECTIONS RESEARCH, INC. DIRECTIONS RESEARCH, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 190 | $52.5M | $3.9M |
| 2 | KBRA HOLDINGS, LLC KBRA HOLDINGS, LLC 401(K) PROFIT SHARING PLAN TRUST | NEW YORK NY | 511 | $76.6M | $2.7M |
| 3 | R.F. MACDONALD COMPANY |
HAYWARD CA |
| 271 |
| $49.2M |
| $2.0M |
| 4 | E & E CO., LTD E & E 401(K) & PROFIT SHARING PLAN | FREMONT CA | 214 | $39.7M | $1.6M |
| 5 | OTOLARYNGOLOGY ASSOCIATES, LLC OTOLARYNGOLOGY ASSOCIATES LLC, 401(K) PLAN | CARMEL IN | 159 | $47.8M | $1.6M |
| 6 | WIRTGEN AMERICA, INC. WIRTGEN EMPLOYEE 401(K) PLAN | ANTIOCH TN | 239 | $46.4M | $1.5M |
| 7 | COX ENGINEERING COMPANY COX ENGINEERING COMPANY 401(K) PLAN AND TRUST | RANDOLPH MA | 126 | $29.0M | $1.2M |
| 8 | CURANT INC CURANT INC 401(K) PLAN | SAINT PETERBURG FL | 183 | $17.1M | $1.2M |
| 9 | CRISTA MINISTRIES CRISTA MINISTRIES 403(B) SAVINGS PLAN | SHORELINE WA | 800 | $41.2M | $1.1M |
| 10 | LATITUDE AI LLC LATITUDE AI LLC 401(K) PLAN | PITTSBURGH PA | 555 | $113.7M | $934K |
