Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Midcap Growth Fund Mutual Fund in their Schedule of Assets, totaling $717K 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 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $603K |
| 2 | USHIP, INC USHIP, INC. 401(K) PLAN | AUSTIN TX | 114 | $16.0M | $67K |
| 3 | ZOLADZ CONSTRUCTION CO., INC. ZOLADZ CONSTRUCTION CO., INC. 401(K) SAVINGS PLAN |
ALDEN NY |
| 266 |
| $11.7M |
| $46K |