Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Conservative Allocation Fund, Class R4 " in their Schedule of Assets, totaling $359K 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 | ROBERT CHARLES LESSER & CO., LLC ROBERT CHARLES LESSER & CO., LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST | BETHESDA MD | 99 | $25.6M | $226K |
| 2 | OPERA SOLUTIONS LLC OPERA SOLUTIONS, LLC 401(K) PLAN | JERSEY CITY NJ | 106 | $7.5M | $111K |
| 3 | MADIX, INC. MADIX, INC. 401(K) PROFIT SHARING PLAN |
TERRELL TX |
| 2,389 |
| $72.9M |
| $22K |
