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 in their Schedule of Assets, totaling $2.7M 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 | WYANDOT, INC. WYANDOT, INC. 401(K) PROFIT SHARING PLAN | MARION OH | 252 | $17.4M | $1.4M |
| 2 | EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. 403(B) RETIREMENT PLAN | RALEIGH NC | 2,304 | $15.9M | $438K |
| 3 | REVERENCE FOR LIFE & CONCERN FOR PEOPLE, INC. |
GRANITE FALLS MN |
| 112 |
| $4.7M |
| $409K |
| 4 | COMMUNITYBANC, INC. COMMUNITYBANC, INC. PROFIT SHARING 401(K) PLAN | ZANESVILLE OH | 122 | $9.4M | $309K |
| 5 | PARAMOUNT HEALTH RESOURCES INC PARAMOUNT HEALTH RESOURCES INC 401(K) PROFIT SHARING PLAN & TRUST | MCMURRAY PA | 1,427 | $4.6M | $70K |
| 6 | SYNERGOS COMPANIES LLC SYNERGOS COMPANIES 401(K) PLAN | SCOTTSDALE AZ | 2,753 | $36.3M | $60K |