Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS MID CAP GRTH R3 Registered investment company in their Schedule of Assets, totaling $5.7M 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 | HOTSTART, INC. HOTSTART, INC. 401(K) AND PROFIT SHARING PLAN | SPOKANE VALLEY WA | 218 | $56.2M | $4.2M |
| 2 | PHILLIPS INDUSTRIES, INC. PHILLIPS INDUSTRIES RETIREMENT PLAN | SANTA FE SPRINGS CA | 223 | $26.5M | $950K |
| 3 | TRANSFAIR USA TRANSFAIR USA 401(K) PLAN |
OAKLAND CA |
| 90 |
| $13.7M |
| $493K |
| 4 | PRUTECH SOLUTIONS, INC. PRUTECH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ISELIN NJ | 220 | $7.6M | $52K |
