Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS AGG GRTH ALLOC - R3 in their Schedule of Assets, totaling $513K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GOTHAM TECHNOLOGY GROUP, LLC GOTHAM TECHNOLOGY GROUP, LLC 401(K) PLAN | MONTVALE NJ | 114 | $30.8M | $247K |
| 2 | ALLEGHENY HEALTH NETWORK HOME ALLEGHENY HEALTH NETWORK HOME MEDICAL EQUIPMENT 401(K) PROFIT | FORD CITY PA | 220 | $7.8M | $151K |
| 3 | TELECOMMUNICATIONS & INDUSTRIAL |
FORT MILL SC |
| 239 |
| $8.1M |
| $115K |
