Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS Growth Allocation R4 Mutual fund in their Schedule of Assets, totaling $5.7M 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 | U.S. UROLOGY PARTNERS, LLC U.S. UROLOGY PARTNERS 401(K) AND PROFIT SHARING PLAN | BRENTWOOD TN | 918 | $144.0M | $1.9M |
| 2 | WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT | SHELTON CT | 392 | $34.8M | $945K |
| 3 | B & B MANUFACTURING CO., INC. |
VALENCIA CA |
| 209 |
| $16.2M |
| $894K |
| 4 | DODGE CITY COOPERATIVE EXCHANGE DBA PRIDE AG RESOURCES PRIDE AG RESOURCES 401(K) PROFIT SHARING PLAN | DODGE CITY KS | 197 | $7.4M | $879K |
| 5 | SLICKDEALS, LLC SLICKDEALS, LLC 401(K) PROFIT SHARING PLAN | LAS VEGAS NV | 147 | $18.6M | $453K |
| 6 | REVENUE ASSISTANCE CORP. THE REVENUE GROUP THE REVENUE ASSISTANCE CORP., 401(K) RETIREMENT PLAN | CLEVELAND OH | 232 | $6.9M | $339K |
| 7 | MAINE EYE CENTER, P.A. MAINE EYE CENTER, P.A. PROFIT SHARING PLAN | PORTLAND ME | 165 | $26.7M | $89K |
| 8 | WEG ELECTRIC CORP. WEG ELECTRIC CORP. RETIREMENT READINESS 401(K) PLAN | BLUFFTON IN | 259 | $5.0M | $67K |
| 9 | MBS ASSET MANAGEMENT LLC MBS ASSET MANAGEMENT, LLC 401(K) PLAN | MANHATTAN BEACH CA | 658 | $56.7M | $43K |
| 10 | CNM, LLP CNM 401(K) PLAN | WOODLAND HILLS CA | 173 | $23.0M | $20K |
