Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Aggr Growth Alloc R2 Fund in their Schedule of Assets, totaling $23K 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 | JACKSONVILLE COUNTRY DAY SCHOOL, INC. JACKSONVILLE COUNTRY DAY SCHOOL, INC. 403(B) PLAN | JACKSONVILLE FL | 103 | $12.2M | $18K |
| 2 | GREENWICH HOUSE, INC. GREENWICH HOUSE 403(B) PLAN | NEW YORK NY | 127 | $6.5M | $5K |
