Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding MFS CONS ALLOC - R4 in their Schedule of Assets, totaling $17.5M 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 | FOOD EXPRESS, INC. FOOD EXPRESS, INC. 401(K) PLAN | PALMDALE CA | 266 | $21.1M | $4.3M |
| 2 | AMERICAN ASSETS TRUST, LP AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST | SAN DIEGO CA | 219 | $27.2M | $2.9M |
| 3 | BOWERS AND KUBOTA CONSULTING BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN |
WAIPAHU HI |
| 284 |
| $59.5M |
| $2.4M |
| 4 | STREAMLIGHT, INC. STREAMLIGHT, INC. 401(K) RETIREMENT PLAN | EAGLEVILLE PA | 352 | $74.0M | $1.3M |
| 5 | NORWAY SAVINGS BANK NORWAY SAVINGS BANK 401(K) PLAN | NORWAY ME | 274 | $55.5M | $1.1M |
| 6 | COMMERCIAL CONTRACTORS, INC. MANGIONE FAMILY ENTERPRISES RETIREMENT PLAN | ELLICOTT CITY MD | 2,106 | $40.6M | $875K |
| 7 | PCH HOTELS AND RESORTS, INC. PCH HOTELS AND RESORTS, INC. 401(K) PLAN | MOBILE AL | 1,342 | $28.3M | $821K |
| 8 | SKYLAND COOP, INC SKYLAND COOP, INC. 401(K) PLAN | ULYSSES KS | 320 | $9.2M | $517K |
| 9 | R&Q SOLUTIONS R&Q SOLUTIONS 401K PLAN | PHILADELPHIA PA | 22 | $7.7M | $489K |
| 10 | SKYLAND GRAIN, LLC SKYLAND GRAIN, LLC 401(K) PLAN | ULYSSES KS | 354 | $8.9M | $485K |
