1 more commitment row

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MFS Growth Equity Fund

collective trust (Form 5500 Schedule D)

A direct filing entity on Form 5500. Each row is a plan's interest in the vehicle at its plan year end as filed on Schedule D Part I: a holding value, never a commitment amount.

Public LPs
3
No date on record · this record
Public LPs
3
distinct allocators on the tape
Rows
3
across successive reports
Held, latest filings
$4.0M
one row per plan
Latest
Dec 31, 2025
effective date
Plans holding an interest
3 allocators
AllocatorDisclosedStateApprovedClosedReported
SBA Cash Balance Pension Plan for Bank of BotetourtNot disclosedheld--Dec 31, 2024
SBA Cash Balance Pension Plan for Citizens & Farmers BankNot disclosedheld--Dec 31, 2025
SBA Master Defined Benefit Pension Plan for First National BankNot disclosedheld--Sep 30, 2025
Every row
4 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2025SBA Cash Balance Pension Plan for Citizens & Farmers BankMFS Growth Equity Fundcollective trustVenture$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025SBA Master Defined Benefit Pension Plan for First National BankMFS Growth Equity Fundcollective trustVenture$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024SBA Cash Balance Pension Plan for Citizens & Farmers BankMFS Growth Equity Fundcollective trustVenture$2.0M heldDisclosed holdingaskebsa.dol.gov

+1 more commitment row

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