Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Conservative Allocation A MFS 0 in their Schedule of Assets, totaling $18.6M 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 | OPHTHALMIC CONSULTANTS OF LONG ISLAND OPHTHALMIC CONSULTANTS OF LONG ISLAND 401K PLAN | GARDEN CITY NY | 1,096 | $78.4M | $10.3M |
| 2 | UNEX CORP UNEX CORP 401(K) PROFIT SHARING PLAN AND TRUST | MAHWAH NJ | 303 | $26.8M | $6.5M |
| 3 | GALENA ASSOCIATES, LLC GALENA ASSOCIATES 401(K) PLAN |
FARMINGTON CT |
| 1,100 |
| $15.9M |
| $1.7M |
| 4 | RADIUS GLOBAL MARKETING RESEARCH LLC RADIUS GLOBAL MARKETING RESEARCH LLC 401(K) | NEW YORK NY | 215 | $21.5M | $128K |
| 5 | TABLECRAFT PRODUCTS COMPANY TABLECRAFT PRODUCTS EMPLOYEES PROFIT SHARING PLAN AND TRUST | GURNEE IL | 86 | $6.1M | $1K |