Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MFS Conservative Allocation Fund Mutual fund in their Schedule of Assets, totaling $1.6M 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 | SCREENBEAM INC. SCREENBEAM INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 62 | $26.2M | $834K |
| 2 | FAMILY & CHILDREN'S AID, INC. FAMILY & CHILDREN'S AID, INC. RETIREMENT PLAN | DANBURY CT | 198 | $16.5M | $272K |
| 3 | ALEXANDRIA REAL ESTATE EQUITIES, INC. ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN |
PASADENA CA |
| 537 |
| $207.5M |
| $211K |
| 4 | PURPLE STRATEGIES, LLC PURPLE STRATEGIES 401(K) RETIREMENT PLAN | ALEXANDRIA VA | 125 | $20.1M | $144K |
| 5 | COMMUNICATION INNOVATIONS LLC COMMUNICATION INNOVATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | FITCHBURG WI | 130 | $4.1M | $69K |
| 6 | A RUDIN INC A RUDIN INC 401(K) PROFIT SHARING PLAN & TRUST | VERNON CA | 115 | $3.7M | $38K |
| 7 | WESTERN MANAGEMENT LLC WESTERN MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | SAN JOSE CA | 116 | $2.2M | $6K |
