Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Conservative Allocation R4 Mutual fund in their Schedule of Assets, totaling $850K 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 | B & B MANUFACTURING CO., INC. B & B MANUFACTURING CO., INC. 401(K) PLAN | VALENCIA CA | 209 | $16.2M | $278K |
| 2 | MBS ASSET MANAGEMENT LLC MBS ASSET MANAGEMENT, LLC 401(K) PLAN | MANHATTAN BEACH CA | 658 | $56.7M | $196K |
| 3 | WEG ELECTRIC CORP. WEG ELECTRIC CORP. RETIREMENT READINESS 401(K) PLAN |
BLUFFTON IN |
| 259 |
| $5.0M |
| $178K |
| 4 | WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT | SHELTON CT | 392 | $34.8M | $139K |
| 5 | C.N. BROWN COMPANY C.N. BROWN CO. 401(K) PLAN | SOUTH PARIS ME | 623 | $14.6M | $51K |
| 6 | ALLIED COMMUNITY SERVICES, INC. ALLIED COMMUNITY SERVICES, INC. 403(B) PLAN | ENFIELD CT | 212 | $4.7M | $8K |
