Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Mfs Conservative Allocation Fund Class R3 Mutual Fund in their Schedule of Assets, totaling $91K 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 | NEWTEKONE, INC. NEWTEKONE, INC. 401K PLAN | LAKE SUCCESS NY | 596 | $41.6M | $55K |
| 2 | FAIR-RITE PRODUCTS CORP. FAIR-RITE PRODUCTS CORP. 401(K) PLAN | WALLKILL NY | 116 | $13.5M | $36K |
