Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS MFS Growth Allocation R4 - in their Schedule of Assets, totaling $5.0M 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 | CLEARVIEW FEDERAL CREDIT UNION CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | MOON TOWNSHIP PA | 393 | $27.3M | $3.7M |
| 2 | ADEPT FASTENERS, INC. ADEPT FASTENERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | VALENCIA CA | 277 | $32.1M | $474K |
| 3 | CHRISTENSEN FARMS & FEEDLOTS, INC. |
SLEEPY EYE MN |
| 1,051 |
| $45.1M |
| $424K |
| 4 | ENI-JR286, INC. ENI-JR286 INC. 401(K) PLAN | TORRANCE CA | 179 | $19.0M | $166K |
| 5 | SYNERGY INSPECTIONS, LLC SYNERGY INSPECTIONS LLC RETIREMENT PLAN | CANONSBURG PA | 60 | $2.4M | $99K |
| 6 | DFD RUSSELL MEDICAL CENTER DFD RUSSELL RETIREMENT SAVINGS PLAN | LEEDS ME | 84 | $6.0M | $74K |
| 7 | TGT ENTERPRISES INC. DBA ANDERSON TGT ENTERPRISES, INC. 401(K) PLAN | POWAY CA | 140 | $15.5M | $17K |
| 8 | DICK DEVOE BUICK-CADILLAC, INC. DEVOE AUTOMOTIVE 401(K) SALARY SAVINGS PLAN | NAPLES FL | 163 | $11.3M | $3K |
