Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Growth Allocation R3 Mutual Fund in their Schedule of Assets, totaling $5.3M 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 | IDEALAB IDEALAB 401(K) PLAN | PASADENA CA | 24 | $16.7M | $1.9M |
| 2 | NOVA VENTURES GROUP CORP. NOVA 401(K) PLAN | WAKEFIELD MA | 131 | $21.2M | $1.7M |
| 3 | DCOR, LLC DCOR LLC 401K PLAN | OXNARD CA | 341 | $44.6M |
| $1.5M |
| 4 | BLACK GOLD POTATO SALES, INC. BLACK GOLD POTATO SALES, INC. 401(K) PROFIT SHARING PLAN | GRAND FORKS ND | 684 | $13.6M | $122K |
| 5 | COLWELL INDUSTRIES, INC. COLWELL INDUSTRIES, INC. 401(K) SAVINGS PLAN | KENDALLVILLE IN | 37 | $10.4M | $81K |
| 6 | THE ARCHWAY PROGRAMS THE ARCHWAY PROGRAMS RETIREMENT SAVINGS PLAN | ATCO NJ | 432 | $15.6M | $4K |