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 " in their Schedule of Assets, totaling $93.9M 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 | H.E.BUTT GROCERY COMPANY H-E-B PARTNER STOCK PLAN | SAN ANTONIO TX | 108,877 | $1.6B | $91.8M |
| 2 | RS&H, INC. RS&H, INC. 401(K)PLAN | JACKSONVILLE FL | 1,702 | $296.4M | $1.6M |
| 3 | ABCO AUTOMATION, INC. ABCO AUTOMATION, INC. EMPLOYEES' 401(K) AND RETIREMENT PLAN |
BROWN SUMMIT NC |
| 157 |
| $14.3M |
| $152K |
| 4 | VT SAN ANTONIO AEROSPACE, INC. VT SAN ANTONIO AEROSPACE INC. 401(K) PLAN | SAN ANTONIO TX | 553 | $26.9M | $139K |
| 5 | CALUMET ELECTRONICS CORPORATION CALUMET ELECTRONICS CORPORATION 401(K) PLAN | CALUMET MI | 264 | $8.5M | $107K |
| 6 | FAMILYAID BOSTON INC. FAMILYAID BOSTON 403B RETIREMENT PLAN | BOSTON MA | 125 | $4.0M | $22K |
| 7 | NOTIONS MARKETING CORPORATION NOTIONS MARKETING 401K PLAN | GRAND RAPIDS MI | 403 | $13.9M | $10K |
