Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding MFS MID CAP GRTH R6 Registered investment company in their Schedule of Assets, totaling $42.8M 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 | CINCINNATI BELL INC. CINCINNATI BELL RETIREMENT SAVINGS PLANS MASTER TRUST | CINCINNATI OH | — | $608.0M | $29.8M |
| 2 | INDUSTRIAL TECHNOLOGIES AND SERVICES, LLC GARDNER DENVER, INC. MASTER TRUST | DAVIDSON NC | — | $1.4B | $10.5M |
| 3 | GWP HOLDINGS LLC GWP 401(K) PROFIT SHARING RETIREMENT PLAN |
SUMNER WA |
| 534 |
| $38.3M |
| $752K |
| 4 | EVERGREEN MONEYSOURCE MORTGAGE COMPANY DBA EVERGREEN HOME LOANS SECURITY PLUS RETIREMENT SAVINGS PLAN | BELLEVUE WA | 427 | $60.9M | $645K |
| 5 | DKS ASSOCIATES DKS ASSOCIATES 401(K) PROFIT SHARING PLAN | PORTLAND OR | 181 | $32.2M | $545K |
| 6 | SKY LAKES MEDICAL CENTER, INC. SKY LAKES MEDICAL CENTER 401(K) | KLAMATH FALLS OR | 1,729 | $164.7M | $176K |
| 7 | KYMETA CORPORATION KYMETA CORPORATION RETIREMENT TRUST | REDMOND WA | 205 | $19.8M | $173K |
| 8 | BLUE STREAM COMMUNICATIONS BLUE STREAM FIBER 401(K) PLAN | CORAL SPRINGS FL | 511 | $15.6M | $124K |
| 9 | THE CLUB AT IBIS PROPERTY OWNER'S ASSOCIATION, INC. D/B/A THE CLUB AT IBIS 401(K) RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 539 | $12.9M | $47K |
| 10 | PAVILION PAYMENTS PAVILION PAYMENTS 401(K) PLAN | LAS VEGAS NV | 194 | $12.0M | $14K |
