Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding MFS AGG GRTH ALLOC - R4 in their Schedule of Assets, totaling $4.4M 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 | CROM CORPORATION CROM CORPORATION PROFIT SHARING/ 401(K) PLAN FOR EMPLOYEES | GAINESVILLE FL | 449 | $21.2M | $1.3M |
| 2 | NORWAY SAVINGS BANK NORWAY SAVINGS BANK 401(K) PLAN | NORWAY ME | 274 | $55.5M | $808K |
| 3 | TQI SOLUTIONS, INC. TQI SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN |
CHESAPEAKE VA |
| 177 |
| $10.0M |
| $355K |
| 4 | NOVACOAST, INC. NOVACOAST, INC. 401(K) PLAN | OREM UT | 289 | $24.9M | $308K |
| 5 | SKYLAND GRAIN, LLC SKYLAND GRAIN, LLC 401(K) PLAN | ULYSSES KS | 354 | $8.9M | $280K |
| 6 | THREE LOWER COUNTIES COMMUNITY TLC, INC. 401K PLAN | SALISBURY MD | 557 | $35.6M | $273K |
| 7 | SKYLAND COOP, INC SKYLAND COOP, INC. 401(K) PLAN | ULYSSES KS | 320 | $9.2M | $266K |
| 8 | PLAZA MOTORS, INC PLAZA MOTORS, INC 401(K) PLAN | CATHEDRAL CITY CA | 94 | $5.7M | $214K |
| 9 | R & B WHOLESALE DISTRIBUTORS INC R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 190 | $15.4M | $137K |
| 10 | RUNTIME TECHNOLOGIES, LLC RUNTIME TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN AND TRUST | TEMPE AZ | 138 | $7.6M | $137K |
