Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding MFS Growth Allocation Fund - in their Schedule of Assets, totaling $12.9M 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 | RS&H, INC. RS&H, INC. 401(K)PLAN | JACKSONVILLE FL | 1,702 | $296.4M | $5.7M |
| 2 | ALPHA BAKING CO., INC. ALPHA BAKING CO., INC. & SUBSIDIARIES 401(K)PROFIT SHARING PLAN | CHICAGO IL | 771 | $47.4M | $2.6M |
| 3 | ABCO AUTOMATION, INC. ABCO AUTOMATION, INC. EMPLOYEES' 401(K) AND RETIREMENT PLAN |
BROWN SUMMIT NC |
| 157 |
| $14.3M |
| $1.8M |
| 4 | CALUMET ELECTRONICS CORPORATION CALUMET ELECTRONICS CORPORATION 401(K) PLAN | CALUMET MI | 264 | $8.5M | $750K |
| 5 | VT SAN ANTONIO AEROSPACE, INC. VT SAN ANTONIO AEROSPACE INC. 401(K) PLAN | SAN ANTONIO TX | 553 | $26.9M | $601K |
| 6 | KIDS IN DISTRESS, INC. KIDS IN DISTRESS, INC. 401(K) RETIREMENT PLAN | WILTON MANORS FL | 116 | $6.7M | $575K |
| 7 | CHOICE SCHOOLS ASSOCIATES, LLC CHOICE SCHOOLS PROFIT SHARING PLAN | WYOMING MI | 994 | $24.1M | $545K |
| 8 | NOTIONS MARKETING CORPORATION NOTIONS MARKETING 401K PLAN | GRAND RAPIDS MI | 403 | $13.9M | $217K |
| 9 | GREENFIELD GLOBAL USA INC. GREENFIELD GLOBAL USA RETIREMENT PLAN | BROOKFIELD CT | 256 | $19.5M | $49K |
| 10 | LEGAL ACTION OF WISCONSIN, INC. LEGAL ACTION OF WISCONSIN, INC. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 127 | $8.0M | $44K |
