Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Growth Allocation I Mutual Fund in their Schedule of Assets, totaling $8.4M 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 | TRADE SUPPLY GROUP, LLC TRADE SUPPLY GROUP, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 416 | $24.6M | $7.3M |
| 2 | KIPP NYC, LLC KIPP NYC 403(B) RETIREMENT PLAN | NEW YORK NY | 1,306 | $94.6M | $1.1M |
| 3 | INSPIRE COMMUNITIES, LLC INSPIRE COMMUNITIES, LLC 401(K) PLAN |
PHOENIX AZ |
| 355 |
| $4.0M |
| $13K |
