Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Mfs Aggressive Growth Allocation R4 in their Schedule of Assets, totaling $9.6M 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 | MIDWEST HOLDING GROUP, INC. MILLIS TRANSFER 401(K) SAVINGS PLAN | BLACK RIVER FALLS WI | 638 | $25.0M | $5.4M |
| 2 | TRIMARK CORPORATION TRIMARK CORPORATION 401K RETIREMENT PLAN | NEW HAMPTON IA | 360 | $25.3M | $1.9M |
| 3 | TWINSTAR CREDIT UNION TWINSTAR CREDIT UNION PROFIT SHARING AND 401(K) SALARY REDUCTION PLAN |
OLYMPIA WA |
| 804 |
| $85.7M |
| $968K |
| 4 | LIQUID WEB LLC LIQUID WEB LLC 401K PLAN | LANSING MI | 511 | $36.6M | $749K |
| 5 | TRUST AUTOMATION, INC. TRUST AUTOMATION, INC. 401(K) PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 112 | $10.6M | $236K |
| 6 | PEOPLE'S TRUST INSURANCE CO. PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD BEACH FL | 312 | $19.9M | $201K |
| 7 | MRO CORPORATION MRO CORPORATION 401(K) PLAN | NORRISTOWN PA | 2,957 | $27.7M | $112K |
| 8 | VEROS SOFTWARE, INC. VEROS SOFTWARE, INC. 401(K) PLAN | SANTA ANA CA | 114 | $10.2M | $31K |
