Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding MFS MFS Conservative Allocation R4 # in their Schedule of Assets, totaling $66.7M 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 | MAIMONIDES MEDICAL CENTER MAIMONIDES MEDICAL CENTER TAX DEFERRED RETIREMENT PLAN | BROOKLYN NY | 8,074 | $1.0B | $63.8M |
| 2 | CLEARVIEW FEDERAL CREDIT UNION CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | MOON TOWNSHIP PA | 393 | $27.3M | $1.4M |
| 3 | TGT ENTERPRISES INC. DBA ANDERSON |
POWAY CA |
| 140 |
| $15.5M |
| $670K |
| 4 | ADEPT FASTENERS, INC. ADEPT FASTENERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | VALENCIA CA | 277 | $32.1M | $287K |
| 5 | PEAKSWARE HOLDINGS LLC PEAKSWARE HOLDINGS LLC 401(K) PLAN | LOUISVILLE CO | 251 | $32.5M | $170K |
| 6 | DFD RUSSELL MEDICAL CENTER DFD RUSSELL RETIREMENT SAVINGS PLAN | LEEDS ME | 84 | $6.0M | $169K |
| 7 | OBXTEK, INC. OBXTEK, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 325 | $34.3M | $165K |
| 8 | SYNERGY INSPECTIONS, LLC SYNERGY INSPECTIONS LLC RETIREMENT PLAN | CANONSBURG PA | 60 | $2.4M | $14K |
| 9 | DICK DEVOE BUICK-CADILLAC, INC. DEVOE AUTOMOTIVE 401(K) SALARY SAVINGS PLAN | NAPLES FL | 163 | $11.3M | $2K |
