Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Investment Managemen MFS Moderate Allocation Fund Class R4 in their Schedule of Assets, totaling $630K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTHSTAR GROUP SERVICES, INC. NORTHSTAR GROUP SERVICES, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 1,370 | $88.1M | $630K |
