Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Growth Allocation Class R4 " in their Schedule of Assets, totaling $1.9M 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 | PRAGER METIS CPAS, LLC PRAGER METIS CPAS, LLC 401(K) SAVINGS PLAN I | NEW YORK NY | 296 | $40.1M | $1.8M |
| 2 | HORIZON HOME CARE & HOSPICE, INC. HORIZON HOME CARE & HOSPICE, INC. 403(B) RETIREMENT PLAN | MILWAUKEE WI | 382 | $32.6M | $94K |
| 3 | HTI CYBERNETICS HTI CYBERNETICS, INC. 401(K) PLAN |
STERLING HEIGHTS MI |
| 155 |
| $6.3M |
| $46K |