Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS Conservative Allocation R4 MFS 0 in their Schedule of Assets, totaling $1.1M 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 | LOHMILLER AND COMPANY LOHMILLER & COMPANY 401K PLAN | DENVER CO | 202 | $25.0M | $288K |
| 2 | CHT USA INC. CHT USA 401(K) PROFIT SHARING PLAN | CASSOPOLIS MI | 136 | $8.8M | $265K |
| 3 | EMILY'S LIST EMILY'S LIST 401(K) RETIREMENT PLAN |
| 111 |
| $15.5M |
| $115K |
| 4 | OFFICE BASICS, INC. OFFICE BASICS, INC. 401(K) PLAN | BOOTHWYN PA | 136 | $13.9M | $98K |
| 5 | THE YALE CLUB OF NEW YORK CITY THE YALE CLUB OF NEW YORK CITY 401(K) PLAN | NEW YORK NY | 200 | $13.5M | $87K |
| 6 | E & E CO., LTD E & E 401(K) & PROFIT SHARING PLAN | FREMONT CA | 214 | $39.7M | $86K |
| 7 | COX ENGINEERING COMPANY COX ENGINEERING COMPANY 401(K) PLAN AND TRUST | RANDOLPH MA | 126 | $29.0M | $67K |
| 8 | THE KNAPHEIDE MANUFACTURING COMPANY THE KNAPHEIDE MANUFACTURING COMPANY 401(K) CASH DEFERRED PLAN | QUINCY IL | 1,688 | $175.4M | $28K |
| 9 | UNIVERSITY OF ADVANCING COMPUTER TECHNOLOGY UNIVERSITY OF ADVANCING COMPUTER TECH 401(K) | TEMPE AZ | 92 | $7.0M | $23K |
| 10 | SHIP8 INC. SHIP8 INC 401(K) PLAN | FREMONT CA | 255 | $2.3M | $14K |
