Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Growth Allocation R4 MFS 0 in their Schedule of Assets, totaling $5.4M 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 | EMILY'S LIST EMILY'S LIST 401(K) RETIREMENT PLAN | WASHINGTON DC | 111 | $15.5M | $3.0M |
| 2 | CHT USA INC. CHT USA 401(K) PROFIT SHARING PLAN | CASSOPOLIS MI | 136 | $8.8M | $940K |
| 3 | THE YALE CLUB OF NEW YORK CITY THE YALE CLUB OF NEW YORK CITY 401(K) PLAN |
NEW YORK NY |
| 200 |
| $13.5M |
| $761K |
| 4 | COX ENGINEERING COMPANY COX ENGINEERING COMPANY 401(K) PLAN AND TRUST | RANDOLPH MA | 126 | $29.0M | $603K |
| 5 | UNIVERSITY OF ADVANCING COMPUTER TECHNOLOGY UNIVERSITY OF ADVANCING COMPUTER TECH 401(K) | TEMPE AZ | 92 | $7.0M | $67K |
| 6 | CHRISTY SPORTS, LLC CHRISTY SPORTS LLC 401(K) PROFIT SHARING PLAN | LAKEWOOD CO | 407 | $18.9M | $44K |