Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Aggressive Growth Allocation Fund Mutual Fund in their Schedule of Assets, totaling $468K 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 | REITER AFFILIATED COMPANIES, LLC REITER AFFILIATED COMPANIES 401(K) PLAN | OXNARD CA | 656 | $53.5M | $282K |
| 2 | SCREENBEAM INC. SCREENBEAM INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 62 | $26.2M | $172K |
| 3 | VILLARA CORPORATION VILLARA CORPORATION 401(K) PLAN |
MCCLELLAN CA |
| 849 |
| $31.8M |
| $13K |
