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 R4 Mutual fund in their Schedule of Assets, totaling $1.3M 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 | THE BAKER COMPANY THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN | SANFORD ME | 144 | $19.7M | $643K |
| 2 | WEG ELECTRIC CORP. WEG ELECTRIC CORP. RETIREMENT READINESS 401(K) PLAN | BLUFFTON IN | 259 | $5.0M | $234K |
| 3 | WILLIAM RAVEIS REAL ESTATE, INC. |
SHELTON CT |
| 392 |
| $34.8M |
| $203K |
| 4 | BLUESTAQ, LLC BLUESTAQ 401(K) & PROFIT SHARING PLAN | COLORADO SPRINGS CO | 139 | $14.8M | $203K |
| 5 | ORION ICS, LLC ORION ICS, LLC PROFIT SHARING PLAN | CARY NC | 163 | $21.9M | $38K |
| 6 | REVENUE ASSISTANCE CORP. THE REVENUE GROUP THE REVENUE ASSISTANCE CORP., 401(K) RETIREMENT PLAN | CLEVELAND OH | 232 | $6.9M | $11K |
