Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Conservative Allocation R3 in their Schedule of Assets, totaling $4.4M 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 | EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. 403(B) RETIREMENT PLAN | RALEIGH NC | 2,304 | $15.9M | $2.4M |
| 2 | TRIBAL CASINO GAMING ENTERPRISE TRIBAL CASINO GAMING ENTERPRISE 401(K) SAVINGS PLAN | CHEROKEE NC | 3,428 | $159.1M | $1.6M |
| 3 | WYANDOT, INC. |
MARION OH |
| 252 |
| $17.4M |
| $353K |
| 4 | FREEDOM ELECTRONICS LLC FREEDOM ELECTRONICS LLC 401(K) PLAN | KENNESAW GA | 94 | $10.4M | $38K |
| 5 | SYNERGOS COMPANIES LLC SYNERGOS COMPANIES 401(K) PLAN | SCOTTSDALE AZ | 2,753 | $36.3M | $34K |
