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 R4 " in their Schedule of Assets, totaling $4.0M 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 | OPERA SOLUTIONS LLC OPERA SOLUTIONS, LLC 401(K) PLAN | JERSEY CITY NJ | 106 | $7.5M | $1.9M |
| 2 | OPERA SOLUTIONS OPCO, LLC ELECTRIFAI, LLC 401(K) PLAN | JERSEY CITY NJ | 44 | $5.8M | $1.7M |
| 3 | ROBERT CHARLES LESSER & CO., LLC ROBERT CHARLES LESSER & CO., LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST |
BETHESDA MD |
| 99 |
| $25.6M |
| $363K |
| 4 | MADIX, INC. MADIX, INC. 401(K) PROFIT SHARING PLAN | TERRELL TX | 2,389 | $72.9M | $9K |
| 5 | CAMBRIDGE MANAGEMENT, INC. CAMBRIDGE MANAGEMENT, INC. 401(K) PLAN | TACOMA WA | 239 | $5.9M | $2K |
