Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Growth Allocation Fund Class R3 " in their Schedule of Assets, totaling $4.3M 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 | SOPHEON CORPORATION SOPHEON 401(K) PROFIT SHARING PLAN | BLOOMINGTON MN | 86 | $21.3M | $1.9M |
| 2 | WILLIAM H. SADLIER, INC. WILLIAM H. SADLIER, INC. 401K PROFIT SHARING PLAN | NEW YORK NY | 135 | $30.0M | $1.8M |
| 3 | NLOGIC, INC. NLOGIC, INC. 401(K) RETIREMENT PLAN |
HUNTSVILLE AL |
| 212 |
| $54.4M |
| $362K |
| 4 | CERES TERMINALS INCORPORATED CERES TERMINALS INCORPORATED 401(K) PLAN | NASHVILLE TN | 191 | $14.8M | $213K |
| 5 | INFINIDAT, INC. INFINIDAT, INC. 401(K) PROFIT SHARING PLAN | WALTHAM MA | 149 | $26.2M | $22K |
