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 in their Schedule of Assets, totaling $2.0M 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 | NEIGHBORWORKS AMERICA NEIGHBORWORKS AMERICA RETIREMENT PLAN | WASHINGTON DC | 325 | $123.0M | $1.7M |
| 2 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY DEFINED CONTRIBUTION RETIREMENT PLAN | PRINCETON NJ | 213 | $90.4M | $157K |
| 3 | INSTITUTE FOR ADVANCED STUDY |
PRINCETON NJ |
| 154 |
| $68.8M |
| $129K |
