Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 123 U.S. retirement plans report holding Mfs Mid Cap Growth R6 Mutual fund in their Schedule of Assets, totaling $135.7M 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 | CONSTELLATION BRANDS, INC. CONSTELLATION BRANDS, INC. 401(K) AND PROFIT SHARING PLAN | ROCHESTER NY | 4,111 | $1.1B | $40.0M |
| 2 | UNIVERSITY HEALTH SYSTEM, INC. UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | KNOXVILLE TN | 5,832 | $445.6M | $13.4M |
| 3 | NATIONAL MENTOR HOLDINGS, LLC |
EDINA MN |
| 38,828 |
| $347.2M |
| $10.0M |
| 4 | J.F. TAYLOR, INC. J.F. TAYLOR, INC. 401(K) PLAN | GREAT MILLS MD | 571 | $146.5M | $7.4M |
| 5 | COOK INLET REGION, INC. COOK INLET REGION 401(K) RETIREMENT PLAN | ANCHORAGE AK | 5,327 | $589.4M | $5.9M |
| 6 | WARTSILA HOLDING, INC. WARTSILA HOLDING, INC. RETIREMENT PLAN | HOUSTON TX | 1,063 | $193.0M | $5.4M |
| 7 | THE COOPER HEALTH SYSTEM THE COOPER HEALTH SYSTEM 403(B) PLAN | CAMDEN NJ | 10,323 | $944.0M | $5.3M |
| 8 | FISCHER MANAGEMENT, LLC FISCHER HOMES 401(K) PROFIT PLUS PLAN AND TRUST | ERLANGER KY | 869 | $94.7M | $3.8M |
| 9 | THE TRUST FOR PUBLIC LAND THE TRUST FOR PUBLIC LAND TAX-DEFERRED RETIREMENT PLAN | SAN FRANCISCO CA | 383 | $95.4M | $3.2M |
| 10 | SITUSAMC HOLDINGS CORP. SITUSAMC 401(K) PLAN | HOUSTON TX | 1,952 | $208.9M | $2.6M |