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 R4 in their Schedule of Assets, totaling $2.3M 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 | OBXTEK, INC. OBXTEK, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 325 | $34.3M | $951K |
| 2 | DFD RUSSELL MEDICAL CENTER DFD RUSSELL RETIREMENT SAVINGS PLAN | LEEDS ME | 84 | $6.0M | $846K |
| 3 | SWAT FAME, INC. SWAT FAME, INC. 401(K) PLAN |
| 180 |
| $20.5M |
| $413K |
| 4 | TGT ENTERPRISES INC. DBA ANDERSON TGT ENTERPRISES, INC. 401(K) PLAN | POWAY CA | 140 | $15.5M | $61K |