Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Mfs Conservative Allocation R4 in their Schedule of Assets, totaling $2.0M 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 | MIDWEST HOLDING GROUP, INC. MILLIS TRANSFER 401(K) SAVINGS PLAN | BLACK RIVER FALLS WI | 638 | $25.0M | $1.1M |
| 2 | TRIMARK CORPORATION TRIMARK CORPORATION 401K RETIREMENT PLAN | NEW HAMPTON IA | 360 | $25.3M | $558K |
| 3 | PEOPLE'S TRUST INSURANCE CO. PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRUST |
DEERFIELD BEACH FL |
| 312 |
| $19.9M |
| $262K |
| 4 | EPILEPSY FOUNDATION OF AMERICA EPILEPSY FOUNDATION OF AMERICA 401(K) PROFIT SHARING PLAN | BOWIE MD | 79 | $7.9M | $34K |
| 5 | TWINSTAR CREDIT UNION TWINSTAR CREDIT UNION PROFIT SHARING AND 401(K) SALARY REDUCTION PLAN | OLYMPIA WA | 804 | $85.7M | $28K |
| 6 | VEROS SOFTWARE, INC. VEROS SOFTWARE, INC. 401(K) PLAN | SANTA ANA CA | 114 | $10.2M | $20K |
| 7 | CPC, LLC CPC, LLC 401(K) PROFIT SHARING PLAN & TRUST | BETHEL CT | 355 | $6.0M | $6K |
