Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Growth Allocation Fund R6 " in their Schedule of Assets, totaling $755K 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 | SIMONIZ USA, INC. SIMONIZ USA, INC. 401(K) PROFIT SHARING PLAN | BOLTON CT | 289 | $38.4M | $710K |
| 2 | BRISTOL METALS, LP BRISTOL METALS, LP PROFIT SHARING PLAN - PLAN A | BRISTOL TN | 158 | $8.0M | $20K |
| 3 | PERFORMANCE DESIGNS, INC. PERFORMANCE DESIGNS, INC. SAVINGS PLAN |
DELAND FL |
| 204 |
| $11.2M |
| $19K |
| 4 | TOM NEHL TRUCK COMPANY TOM NEHL TRUCK COMPANY EMPLOYEES 401K | JACKSONVILLE FL | 256 | $16.9M | $5K |
