Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS GROWTH ALLOC R4 in their Schedule of Assets, totaling $8.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | H.I.G. CAPITAL MANAGEMENT, LLC H.I.G. CAPITAL MANAGEMENT, LLC 401(K) PLAN | MIAMI FL | 696 | $122.3M | $8.1M |
| 2 | CSI IT, LLC CONSULTING SOLUTIONS 401(K) PLAN | JACKSONVILLE FL | 877 | $24.1M | $300K |