Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS MFS Aggressive Growth Allocation Fund in their Schedule of Assets, totaling $346K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ELECTRICAL DESIGN & MOTOR CONTROL, INC. ELECTRICAL DESIGN & MOTOR CONTROL, INC. 401(K) PLAN | ROSEVILLE CA | 84 | $12.7M | $274K |
| 2 | AV DELAWARE HOLDINGS LIMITED AVD 401(K) PLAN | ROSEVILLE CA | 10 | $5.7M | $48K |
| 3 | MAI WEALTH MANAGEMENT, INC. MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN |
INDEPENDENCE OH |
| 503 |
| $67.7M |
| $13K |
| 4 | BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC. BIRTCHER ANDERSON & DAVIS 401(K) PLAN | SAN JUAN CAPISTRANO CA | 95 | $12.9M | $11K |
