Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Growth Allocation Fund Mutual fund in their Schedule of Assets, totaling $2.4M 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 | ALEXANDRIA REAL ESTATE EQUITIES, INC. ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN | PASADENA CA | 537 | $207.5M | $1.6M |
| 2 | COMMUNICATION INNOVATIONS LLC COMMUNICATION INNOVATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | FITCHBURG WI | 130 | $4.1M | $746K |
| 3 | SCREENBEAM INC. |
SAN JOSE CA |
| 62 |
| $26.2M |
| $63K |
| 4 | WESTERN MANAGEMENT LLC WESTERN MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | SAN JOSE CA | 116 | $2.2M | $18K |
| 5 | PROCAPS LABORATORIES, INC. PROCAPS LABORATORIES, INC. 401(K) PLAN | HENDERSON NV | 401 | $31.3M | $17K |
| 6 | A RUDIN INC A RUDIN INC 401(K) PROFIT SHARING PLAN & TRUST | VERNON CA | 115 | $3.7M | $15K |
