Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Aggressive Growth Allocation Fund Class R3 in their Schedule of Assets, totaling $493K 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 | CERES TERMINALS INCORPORATED CERES TERMINALS INCORPORATED 401(K) PLAN | NASHVILLE TN | 191 | $14.8M | $327K |
| 2 | WILLIAM H. SADLIER, INC. WILLIAM H. SADLIER, INC. 401K PROFIT SHARING PLAN | NEW YORK NY | 135 | $30.0M | $167K |