Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS GROWTH ALLOC FUND - A 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 | GROTHUES BROTHERS HOLDINGS MG BUILDING MATERIALS LTD 401(K) PROFIT SHARING PLAN & TRUST | SAN ANTONIO TX | 259 | $11.6M | $838K |
| 2 | THE KAMSON CORPORATION THE KAMSON CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ENGLEWOOD CLIFFS NJ | 366 | $16.8M | $613K |
| 3 | UNION AVENUE HEALTHCARE, INC. |
BOUND BROOK NJ |
| 427 |
| $19.7M |
| $539K |
| 4 | EVERTRUST BANK EVERTRUST BANK 401(K) RETIREMENT PLAN | CITY OF INDUSTRY CA | 84 | $18.0M | $29K |
