Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Aggressive Growth Allocation Fund in their Schedule of Assets, totaling $10.8M 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 | RS&H, INC. RS&H, INC. 401(K)PLAN | JACKSONVILLE FL | 1,702 | $296.4M | $9.0M |
| 2 | H.E.BUTT GROCERY COMPANY H-E-B PARTNER STOCK PLAN | SAN ANTONIO TX | 108,877 | $1.6B | $846K |
| 3 | ABCO AUTOMATION, INC. ABCO AUTOMATION, INC. EMPLOYEES' 401(K) AND RETIREMENT PLAN |
BROWN SUMMIT NC |
| 157 |
| $14.3M |
| $698K |
| 4 | CALUMET ELECTRONICS CORPORATION CALUMET ELECTRONICS CORPORATION 401(K) PLAN | CALUMET MI | 264 | $8.5M | $162K |
| 5 | KEYSTONE NFP ACQUISITION, LLC KEYSTONE PLANET FITNESS RETIREMENT PLAN | CAMP HILL PA | 1,119 | $6.5M | $150K |
| 6 | ANCHOR PARTNERS, LLC ANCHOR PARTNERS 401(K) PROFIT SHARING PLAN | SOUTHLAKE TX | 949 | $22.8M | $40K |
