Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Investment Management Moderate Allocation Fund Class I in their Schedule of Assets, totaling $2.2M 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 | READYCAP COMMERCIAL, LLC READYCAP COMMERCIAL 401(K) PLAN | BERKELEY HEIGHTS NJ | 214 | $23.8M | $2.2M |
