Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS MFS Moderate Allocation Fund - in their Schedule of Assets, totaling $9.5M 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 | GBQ HOLDINGS, LLC GBQ 401(K) & PROFIT SHARING PLAN | COLUMBUS OH | 279 | $53.0M | $9.3M |
| 2 | BAYES ACHIEVEMENT CENTER BAYES ACHIEVEMENT CENTER 401(K) PROFIT SHARING PLAN | HUNTSVILLE TX | 144 | $10.7M | $91K |
| 3 | MAI WEALTH MANAGEMENT, INC. MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN |
INDEPENDENCE OH |
| 503 |
| $67.7M |
| $46K |
