Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Mfs Growth Allocation R4 in their Schedule of Assets, totaling $10.2M 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 | TRIMARK CORPORATION TRIMARK CORPORATION 401K RETIREMENT PLAN | NEW HAMPTON IA | 360 | $25.3M | $4.3M |
| 2 | MIDWEST HOLDING GROUP, INC. MILLIS TRANSFER 401(K) SAVINGS PLAN | BLACK RIVER FALLS WI | 638 | $25.0M | $4.3M |
| 3 | TRUST AUTOMATION, INC. TRUST AUTOMATION, INC. 401(K) PROFIT SHARING PLAN |
SAN LUIS OBISPO CA |
| 112 |
| $10.6M |
| $605K |
| 4 | PEOPLE'S TRUST INSURANCE CO. PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD BEACH FL | 312 | $19.9M | $497K |
| 5 | TWINSTAR CREDIT UNION TWINSTAR CREDIT UNION PROFIT SHARING AND 401(K) SALARY REDUCTION PLAN | OLYMPIA WA | 804 | $85.7M | $236K |
| 6 | EPILEPSY FOUNDATION OF AMERICA EPILEPSY FOUNDATION OF AMERICA 401(K) PROFIT SHARING PLAN | BOWIE MD | 79 | $7.9M | $85K |
| 7 | VEROS SOFTWARE, INC. VEROS SOFTWARE, INC. 401(K) PLAN | SANTA ANA CA | 114 | $10.2M | $76K |
| 8 | TETRA TECHNOLOGIES, INC. TETRA TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | THE WOODLANDS TX | 1,432 | $99.7M | $65K |
| 9 | GERSH ACADEMY, INC. & ALL CONTROL GROUP COMPANIES GERSH AUTISM 401(K) PLAN | HUNTINGTON NY | 374 | $2.1M | $8K |
