Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Retirement Date 2005 Trust Fee Class R1 Mutual Fund MFS Growth R3 N/R in their Schedule of Assets, totaling $2.1M 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 | WCM PHYSICIANS PRACTICES, LLC WMC PHYSICIANS PRACTICES, LLC 401(K) PLAN | WEIRTON WV | 296 | $25.4M | $2.1M |
